In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression.

So today we dive into:

How I more than quadrupled my hourly rate
How creating a killer client experience helped me work less
Why picking a niche was critical to our efficiency and how it drives referrals
Being okay with pushing back on clients’ calendars and fitting them into MY model week
How I organized my time, built a team, AND SO SO MUCH MORE

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Connect with Amber on LinkedIn HERE!

Check out Amber's website HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

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256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza

The Efficient Advisor: Tactical Business Advice for Financial Planners