313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing

The Efficient Advisor: Tactical Business Advice for Financial Planners

Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions that align with your goals instead of your guilt.

In this episode, you’ll learn:

• Why advisors are great at financial math but often fail at “calendar math”
• How to pause before saying yes and evaluate what you’ll need to subtract
• Practical ways to politely decline opportunities while maintaining relationships
• How to set boundaries that protect your time, energy, and family commitments
• Why honoring your limits isn’t selfish—it’s an act of stewardship

At the end of the day, your best “yeses” are the ones that align with your priorities. This episode is a refreshing reminder that saying “no” more often can actually be the most empowering step toward a business and life you love.

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