Libby Grywe · The Efficient Advisor: Tactical Business Advice for Financial Planners · 418: The Year-End Scramble: 6 Ways to Get Ahead of the Chaos
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set a cutoff for business processing around December 10th-12th and told clients no new items would be accepted after that date
December 10th-12th
“After your team has gone through the process once, they should continue to ask prospects and new clients how they conducted their research and to what degree AI shaped their short list.”
“Block one quiet hour. List every new project, tool, or process you've introduced in the last 90 days. Pick the single item to pause or kill that frees the most breathing room.”
“I would hit every single one-off client and pitch them a retainer… even if 10% of them are interested, that's three to four new recurring clients.”
“He decided that he would help with these people in New York to create a philosophy club. It exists now, the New York Philosophy Club. They would gather people together in these settings, kind of modeled on ancient Greece, and they would have discussions about philosophical issues.”
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