The Efficient Advisor: Tactical Business Advice for Financial Planners 063: Ideas to Implement - Systematizing Your Planning Process & "How Story"
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Systematizing Your Planning Process & "How Story"
Get your free “How-Story Script” from Libby as a free download for this episode!
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LINKS FROM THIS EPISODE:
Get the download here!
Episodes Mentioned:
#002: 5 strategies to work less (aka how I got down to 25 hrs a week!)
#012: Designing Your Perfect Schedule to Get it All Done in Less Time
#017: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEO
#052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision
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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.