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

051: Ideas to Implement - Mailbag!

The Efficient Advisor: Tactical Business Advice for Financial Planners

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What Can I Do for Someone Who Has Referred Multiple People to Me?

The third topic we talked about was, oh, an, this was such a good question. The question was actually from an operation's person. And ifyour aps people don't listen to this podcast, you should get them turned on to this podcast,. Because it's all systems processes, operational procedures.

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