The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

012: Design Your Perfect Schedule To Get It All Done in Less Time

The Efficient Advisor: Tactical Business Advice for Financial Planners

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How to Be a Successful Financial Planner

"I loved not being a heart surgeon because nobody's life was dependent on me calling them back if it was something kind of critical on a Monday again," she said. "We had that window where Lori could ask me the question and I could give her the answer." Thursday mornings, Libby would set aside an hour to educate herself about new products coming out or wholesalers sending her information. 'If we had a new product coming out ... I wanted to have dedicated time to actually sit and do that'

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