142: 2 Ways to Waste Less Time Every Single Week for You and Your Team episode artwork

EPISODE · Oct 10, 2023 · 55 MIN

142: 2 Ways to Waste Less Time Every Single Week for You and Your Team

from The Efficient Advisor: Tactical Business Advice for Financial Planners · host Libby Greiwe

Everyone wishes there were more hours in the day, but we unfortunately only have so much time to accomplish our professional and personal goals. Stop wasting critical time and start implementing strategies to run your business more productively so you can minimize stress and boost your efficiency. In this episode, you’ll hear Libby deliver a compelling keynote message on two strategies to waste less time. She details the importance of streamlining your processes to make your company run smoother and creating standard operating procedures (SOPs) that help teams perform complex tasks accurately and consistently.In this episode, Libby also addresses the importance of:Tackling a big filing issue that is costing your team SO MUCH TIMEMastering your model week to optimize your timeConnecting an advisor’s schedule and the team’s schedule to coordinate more with less stressBy understanding and applying these proven methods, you will ensure your business is the most efficient and effective in delivering your desired financial results, all within a healthy work life balance. Listen to this talk and be sure to share it with your support team today!—----------------------------------------LINKS FROM THIS EPISODE:Register for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Episode metadata supplied by the publisher feed · Published Oct 10, 2023

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Everyone wishes there were more hours in the day, but we unfortunately only have so much time to accomplish our professional and personal goals. Stop wasting critical time and start implementing strategies to run your business more productively so you can minimize stress and boost your efficiency. In this episode, you’ll hear Libby deliver a compelling keynote message on two strategies to waste less time. She details the importance of streamlining your processes to make your company run...

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142: 2 Ways to Waste Less Time Every Single Week for You and Your Team

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This episode was published on October 10, 2023.

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