Do Business. Do Life. — The Financial Advisor Podcast — DBDL cover image

089: Solo - The Little Known Meeting Hack That Can Change Everything for Financial Advisors with Brad Johnson

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

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Optimizing Appointment Scheduling for Financial Advisors

This chapter outlines a strategic approach for financial advisors to optimize their calendar by stacking appointments on specific days. It introduces standardized appointment durations and the '15-minute warning knock' technique to improve efficiency and maintain control during client meetings.

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