Episode Details

If you've ever wondered what it actually takes to build a successful advisory firm while working fewer hours, this episode pulls back the curtain. After receiving more than 80 questions from advisors, I'm sharing the honest story behind my three-day workweek. From the systems and team structure that made it possible to the mistakes, trade-offs, and mindset shifts along the way, this is the first of a two-part series that dives into exactly how I redesigned my business to support the life I wanted instead of the other way around.

In this episode, you'll learn:

• Why reducing your workweek isn't about working less—it's about intentionally designing a business that doesn't require you to be constantly available.
• How I gradually reduced my schedule from 70-80 hour weeks to a sustainable three-day workweek through systems, delegation, and intentional calendar design.
• The practical strategies we used to set client expectations, protect boundaries, and deliver exceptional service without sacrificing responsiveness.
• How building documented processes, hiring the right team members, and creating a structured model week dramatically increased my productivity and revenue per hour.

If you've been dreaming about creating more freedom in your business but aren't sure where to start, this episode will challenge the way you think about time, productivity, and what it really means to build a business that serves your life. Next week, I'll dive even deeper into the numbers, team structure, client service model, and the step-by-step roadmap you can use to begin creating your own version of a more intentional workweek.

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