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 Maximize Face-to-Face Meeting Time

There was nothing worse to me than walking into a meeting feeling unprepared right being prepared was the most efficient way to maximize that face-to-face meeting time and that's also like those are the most successful meetings. I never wanted to give advice to clients kind of like on the spot the way that at least my motive operation was I wanted all of our advice to be really well-throught through right?

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