Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
386: The Truth About My 3-Day Workweek (Part 2)
If you've ever wondered whether a three-day workweek is actually possible as a financial advisor, this episode is your practical roadmap. In Part 2 of this series, I move beyond the story of how I built my business and dive into exactly what it takes to intentionally reduce your schedule without sacrificing client experience or business growth. From annual planning rhythms to delegation, systems, and CEO thinking, I break down the step-by-step framework I would follow if I were building toward a three-day workweek all over again.
In this episode, you'll learn:
How to use annual rhythms, model…
The skinny
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