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

096: A Simple Tool to Create the Right Momentum in Your Business

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

How Do We Love on Our Clients When Someone Passes Away?

Fish: We need to start doing more for our clients who are experiencing a loss or grief. This also applies to divorce. You know, how do we love on our clients? Fish: How can we be that office that doesn't let things fall off? And I'm going to give a wide variety of examples here and then talk about the different applications.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app