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

00:00

How to Build a Model Week That Works for You

Several years ago we were hosting two-day live events where advisors from all over the country would come in. One of the biggest challenges was figuring out how to squish that all down into two days. Once I learned how to build a model week that really worked for me and then how to reiterate it and massage it that was a game changer.

Play episode from 02:35
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