Reclaim Your Focus
Stop Wasting Time
Get the clarity you need in 15 minutes or less. Figure out where your time is really going, what it’s worth, and whether you’re stuck in planning work that’s costing you more than it’s saving.
"I built this workbook for advisors who are too busy to fill it out — but need it more than anyone. If you think you can’t afford to outsource, you probably haven’t done this math yet."
What you get:
A quick, no-nonsense self-check on how much time you’re spending on plan prep vs. client work
A simple way to calculate the real value of your time
A hard look at what it’s costing you to DIY your own planning work
A reality check on when it’s time to buy back your time
What is it all about?
This is not a long ebook you’ll never finish. It’s a quick workbook built for lean, growth-focused RIAs who are hitting the capacity wall sooner than expected.
You’ll walk away knowing exactly how many hours you could reclaim — and how much that time is really worth to your business.
No jargon. No fluff. Just a straight path to clarity and a little breathing room.