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

052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Is the Simple Plan the Best Option?

i really am curious about is that less than if i did the moderate plan with one adon? How does that compare to the complexityd you know, your clients do that. What's most cost effective? Can i buy the simple plan with these adons? And, you know, and keep in mind, you don't have to sell them on your planning in the first meeting.

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