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

295: One Question to Help You CRUSH August

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Transforming Business Practices with Quick Tips and Effective Tools

This chapter explores a coaching program that enhances a financial advisor's business through effective systems and processes, leading to improved client experiences. It also features a sponsor, AssetMap, which provides tools for financial planning by visualizing clients' financial situations.

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