Do Business. Do Life. — The Financial Advisor Podcast — DBDL cover image

081: Solo - How Financial Advisors can Optimize their Calendar to Maximize Revenue and Freedom with Brad Johnson

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

00:00

Implementing the model and exceptions

Brad offers to customize calendars, notes exceptions for high-value clients, and encourages starting with the end in mind.

Play episode from 37:49
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app