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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How to Scale Your Business

This week's episode was a mail bag. And we basically got a little down and dirty on three different things. The takeaways here were really spending some time defining the roll and hiring the right person for the role. What are the scalable items that you can and teach or you contemplate and delegate? O, the second topic we covered was on refer gifts.

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