08 Aug 2025
18m

297: How I’m Cutting 10 Hours a Week From My Work Schedule (And You Can Too!)

Podcast cover

The Efficient Advisor: Tactical Business Advice for Financial Planners

In this episode of The Efficient Advisor, the host discusses the importance of structuring one's work schedule, especially after the flexibility of summer. She shares her personal experience of feeling overwhelmed due to a lack of routine and how she is re-implementing themed days and a model week to regain control of her time. The host provides practical tips for listeners to create their own model week, emphasizing the importance of aligning the schedule with personal values and energy levels, and promotes her group coaching program and BMO Automation for advisors seeking AI solutions. Additionally, past program participants share their positive experiences with the coaching program.

Outlines

Sign in to continue reading, translating and more.

Continue
 
mindmap screenshot
Preview
preview episode cover
How to Get Rich: Every EpisodeNaval