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

127: Ideas to Implement - Level 3 Processes of the Systems to Scale Framework: ATTRACT

The Efficient Advisor: Tactical Business Advice for Financial Planners

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How to Scale Your Financial Planning Practice

I want every advisor to avoid burnout, to enjoy their business more and to feel like they're leveling up the value. That is really kind of my mission and the reason that I sold my business and came into coaching full time was feeling like I could have a bigger impact on the financial planning community. So even if you can't get in this round, please, please, Please start doing some of this work. It's fundamental, it is critical to a scalable practice.

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