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The Business Freedom Finder Session

The Business Freedom Finder Session

Steve Salvia
Financial Planner Business Growth Coach
Steve Salvia
Financial Planner Business Growth Coach

The Business Freedom Finder Session

This session centred around five key principles an adviser can begin implementing now to start engineering more freedom in their business.

But what does ‘freedom’ mean? It can be whatever you want it to be – the freedom to actually take and switch off on a holiday. The freedom to get out of the boring and mundane compliance tasks and focus more energy on creating educational content and building deeper connections with clients.

Here’s the worksheet from this session HERE

And here’s the nutshell version of the five principles Steve discussed:

#1 Play it your way – “He or she who makes the rules wins the game”. This is YOUR business, own your calendar. Set the rules in how you want to operate, when you book in meetings and when you schedule time for focus work.

#2 Theme your days – Splitting your time into focus days, buffer days and free days. Think about a professional athlete. They have competition days (focus), training days (buffer days) and recovery days (free days).

#3 Project- then protect – Pre-schedule time off in your calendar. It might be a long weekend three months from now or one day off a month. Once you’ve scheduled that in, be ruthless in keeping it there. It also becomes something to look forward to.

#4 – Freedom first – When you’ve got the first three principles humming, you’re able to take back control of your schedule and how you plan your weeks.

#5 – Dump the trash – find the magic – Hand off the ‘hand’ tasks that aren’t client-facing, revenue-generating tasks. Find a VA to do your file notes, filing, calls to Centrelink or superannuation companies.

 

Connect with Steve in the XY platform HERE

Check out Steve’s Linkedin HERE

 

5 days ago

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Category:

Marketing

This session centred around five key principles an adviser can begin implementing now to start engineering more freedom in their business.

But what does ‘freedom’ mean? It can be whatever you want it to be – the freedom to actually take and switch off on a holiday. The freedom to get out of the boring and mundane compliance tasks and focus more energy on creating educational content and building deeper connections with clients.

Here’s the worksheet from this session HERE

And here’s the nutshell version of the five principles Steve discussed:

#1 Play it your way – “He or she who makes the rules wins the game”. This is YOUR business, own your calendar. Set the rules in how you want to operate, when you book in meetings and when you schedule time for focus work.

#2 Theme your days – Splitting your time into focus days, buffer days and free days. Think about a professional athlete. They have competition days (focus), training days (buffer days) and recovery days (free days).

#3 Project- then protect – Pre-schedule time off in your calendar. It might be a long weekend three months from now or one day off a month. Once you’ve scheduled that in, be ruthless in keeping it there. It also becomes something to look forward to.

#4 – Freedom first – When you’ve got the first three principles humming, you’re able to take back control of your schedule and how you plan your weeks.

#5 – Dump the trash – find the magic – Hand off the ‘hand’ tasks that aren’t client-facing, revenue-generating tasks. Find a VA to do your file notes, filing, calls to Centrelink or superannuation companies.

 

Connect with Steve in the XY platform HERE

Check out Steve’s Linkedin HERE