The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 Days

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Celebrating Onboarding Successes and Launching a New Course

This chapter highlights the crucial role of effective onboarding in the early success of advisors. The speakers celebrate the achievements of a peer who applied shared insights and introduce an upcoming digital course aimed at enhancing onboarding strategies.

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