The Efficient Advisor: Tactical Business Advice for Financial Planners
386: The Truth About My 3-Day Workweek (Part 2)
Jul 14, 2026 · 48 min · 14 segments
If you've ever wondered whether a three-day workweek is actually possible as a financial advisor, this episode is your practical roadmap. In Part 2 of this series, I move beyond the story of how I…
If you've ever wondered whether a three-day workweek is actually possible as a financial advisor, this episode is your practical roadmap. In Part 2 of this series, I move beyond the story of how I built my business and dive into exactly what it takes to intentionally reduce your schedule without sacrificing client experience or business growth. From annual planning rhythms to delegation, systems, and CEO thinking, I break down the step-by-step framework I would follow if I were building toward a three-day workweek all over again. In this episode, you'll learn: - How to use annual rhythms, model weeks, and time studies to identify where your time is really going and where you can reclaim it. - The systems, delegation strategies, and business changes required to successfully reduce your workweek without compromising client service. - Why transitioning to a shorter workweek isn't about working faster—it's about becoming a different kind of business owner and CEO. - How to thoughtfully bring your team along through change, create buy-in, and build a business that doesn't require you to be constantly available. Building a three-day workweek isn't about working less for the sake of working less. It's about intentionally designing a business that supports the life you want to live. Whether your goal is taking Fridays off, creating more CEO time, or simply feeling less overwhelmed, this episode will help you start building the systems and mindset needed to make it possible—one intentional step at a time. Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel 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.
If you've ever wondered whether a three-day workweek is actually possible as a financial advisor, this episode is your practical roadmap. In Part 2 of this series, I move beyond the story of how I…
