287: Reactive to Proactive: 4 Moves to Make Now

The Efficient Advisor: Tactical Business Advice for Financial Planners

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!

In This Episode:

Feeling constantly behind and like you're always reacting instead of leading? In this episode, you’ll learn four powerful strategies to help you shift from reactive to proactive in your advisory business. From building a defined client service calendar to setting clear expectations with clients, Libby shares simple ways to get out of the weeds and into a more strategic role.

• Organize your calendar
• Shift from reviews to strategy sessions
• Set better boundaries with clients

Listen in for quick wins you can implement right away to reclaim your time and run your firm with intention.

I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

Learn more about the Group Coaching & Mastermind HERE!

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Connect with Libby on LinkedIn HERE!
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