EPISODE · Jul 3, 2026 · 11 MIN
383: The #1 Mistake Advisors Make with Time & Money
from The Efficient Advisor: Tactical Business Advice for Financial Planners · host Libby Greiwe
If there's one thing every financial advisor says they value, it's time. But when it comes to running our own businesses, many of us make decisions that protect our bank account while quietly sacrificing months or even years of our lives. In this episode, I challenge that mindset and explore why buying speed, guidance, and systems is often one of the smartest investments you can make. I'll walk through a simple way to evaluate the true cost of waiting and share a practical exercise to help you stop trading time for unnecessary trial and error.In this episode, you'll learn:Why advisors consistently say time is more valuable than money, but often make business decisions that suggest otherwiseHow to think about the real value of investing in systems, templates, coaching, and support based on the speed of the outcomeA simple exercise to identify the projects that have been quietly costing you time, revenue, and peace of mindHow adopting a CEO mindset can help you optimize for saving years instead of simply saving dollarsThe best investment you can make isn't always the one that costs the least. Sometimes it's the one that helps you reclaim your time, reduce unnecessary stress, and accelerate the business and life you're trying to build. If you've been putting off an important project because you're trying to do it all yourself, I hope this episode gives you permission to stop waiting and start buying back your time.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar 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.
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What this episode covers
If there's one thing every financial advisor says they value, it's time. But when it comes to running our own businesses, many of us make decisions that protect our bank account while quietly sacrificing months or even years of our lives. In this episode, I challenge that mindset and explore why buying speed, guidance, and systems is often one of the smartest investments you can make. I'll walk through a simple way to evaluate the true cost of waiting and share a practical exercise to help yo...
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383: The #1 Mistake Advisors Make with Time & Money
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