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18min chapter
174: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
The Efficient Advisor: Tactical Business Advice for Financial Planners
Navigating the Financial Planning Industry
The chapter follows the guest's journey from selling insurance plans on a Native American reservation to establishing their own financial group, emphasizing pivotal moments that shaped their career. It explores the role of Independent Marketing Organizations (IMOs) as intermediaries, the advisor's process of selecting insurance contracts for clients, and strategies for client acquisition with the right IMO partnership.
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