The Efficient Advisor: Tactical Business Advice for Financial Planners

051: Ideas to Implement - Mailbag!

Aug 11, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
How to Scale Your Business
02:18 • 5min
3
What Can I Do for Someone Who Has Referred Multiple People to Me?
06:51 • 2min
4
Getting as Much Detail as Humanly Possible Out of Your Clients
08:56 • 2min
5
Setting Longer Than Expected Expectations
11:10 • 2min
6
The Mail Bag Podcast - What's Next?
13:08 • 2min
7
Creating a Thread in the Efficient Adviser Community
15:00 • 3min