cover of episode 226: How to Design Your Perfect Schedule - *Replay with Download*

226: How to Design Your Perfect Schedule - *Replay with Download*

2024/10/1
logo of podcast The Efficient Advisor: Tactical Business Advice for Financial Planners

The Efficient Advisor: Tactical Business Advice for Financial Planners

Shownotes Transcript

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.  

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! Scale 2 The Top with Dr. Lyman Montgomery ) Welcome to Scale 2 the Top," the essential podcast for business leaders and HR... Listen on: Apple Podcasts)   Spotify)

Join the Group Coaching & Mastermind HERE)! Download the Family Tree Template Here)Enroll in The Perfect RIA Masterclass 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com)Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!