401: The Simple System That Saved Me Oodles of Time

What if one tiny note in your CRM could eliminate an entire category of interruptions from your week? Because if your team is constantly coming to you with, hey, this client needs money out of their account.

Hey, this client needs $20,000.

Where should we take it from? This episode is going to make you very happy.

Today I am sharing a super simple process I used in my own advisory practice that saved us oodles of time, helped my team make decisions without constantly needing me, and also allowed us to turn client requests around faster.

I'm going to walk you through what I call the first $20,000 strategy, how we documented it, how we built simple decision trees around it, and how you can start implementing it without sitting down and creating a plan for every single client in your book.

But more importantly, I want you listening for the bigger idea behind this strategy.

What are the little decisions you're making over and over again that somebody else could make if you simply gave them the framework? Because every time you can take one of those decisions out of your brain and put it into a process, you're creating a business that operates a little bit less dependently on you.

Let's get into it.

If you're a financial advisor who wants a practice that runs without you working 60 hours a week, who wants energy left over for the people you love, you are in the right place.

I'm Libby Grywe, host of The Efficient Advisor.

I built and sold a seven-figure, 100% referral-only planning practice as a solo advisor, all while working just three days a week and taking off 14 full weeks a year so that I could be an awesome mom, a wife, a friend, and a travel-obsessed human.

On this show, I share the exact systems processes and tiny tweaks to help you scale, get organized and dramatically reduce stress and overwhelm in your business.

This is your efficient practice playbook.

If you're ready to stop being the bottleneck and start being the CEO, let's dive in.