Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners

265: Time Blocking with a Plan: How I Plan My Day to Actually Get Stuff Done
Running your day with intention doesn’t have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—how she time blocks, writes in specific tasks, and uses structure to create more freedom. Whether you’re in the thick of client meetings or juggling team leadership with family life, this system will help you stop spinning your wheels and start finishing the right things.
Here’s how Libby sets herself up to lead each day instead of react to it.
What you’ll learn in this episode:
How to end the day before with planning the next day out
The difference…
The skinny
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