Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
How to Be Productive and Add Value to Your Practice
01:54 • 2min
How to Accelerate Your Financial Planning
03:30 • 2min
The Uncomfortable Thing About Playing Off
05:05 • 2min
The Importance of Playing
07:15 • 2min
How to Deliver Massive Value
09:05 • 2min
How to Run a Perfect Week Calendar
11:19 • 3min
How to Engage With Your Prospects While They're There
14:11 • 4min
How to Create a Writing Process for Delivering Value
18:33 • 2min
How to Transfer Your Accounts Effectively
20:53 • 3min
How to Be a Successful Advisor
23:40 • 2min
How to Improve Your Prospect Process
25:28 • 2min
How to Execute a State Planning Process
27:33 • 2min


