The Efficient Advisor Podcast: 
Tactical Business Advice for Financial Advisors

Episode #012: Design Your Perfect Schedule To Get It All Done in Less Time

The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and i’m putting in double that!"
I feel that on so many levels because that was me early on.  

And the number one question I got from corporate folks is… "if you could share just ONE thing with advisors from an efficiency standpoint…. Especially advisors in those early years of their careers, what would you share?"

Luckily, the answer for both of those questions is the same thing! I get to kill two birds with one stone.  But what that means, is that this is foundational to working efficiently!

In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule. 

This perfect schedule, or what I call a Model Week, is a schedule that you’ve designed, with intention, that suits your personality, for your business goals, with your energy levels, and your work/life balance objectives in mind. 

In this podcast Libby will cover:

  • How to build and reiterate the perfect schedule for YOU!
  • How to use your business goals and personal goals to drive your schedule
  • Tips and tricks on how to build it around your energy levels and personality traits
  • Uncovering what’s broken in your schedule and how to adjust it and play with it until it works just right

And, of course, I give you my template so that you can build your own model week! My goal is to help you not have to recreate the wheel… so use mine!





This Week's Download!

Tweak, test, reiterate... this is truly a process of trial and error. Let me help you along the journey by giving you a head start. Here's the simple template I use to sketch out my Model Week. 

Grab Your Model Week Template Here!

No need to recreate the wheel! Customize this for your practice's unique needs.

Listening Should Have an ROI

Email Me New Episodes!

Join The Efficient Advisor Community!

Join our private Facebook group where advisors from all over the world share best practices, what's working, what's not working, and free content and coaching! When you click "Check It Out" you'll be directed to the group. Click "join group.


50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.