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

94: My Simple Trick to Get Prospects to Finally Book an Appointment

The Efficient Advisor: Tactical Business Advice for Financial Planners

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The Efficient Advisor Podcast - It's Really Simple

Libby Greiwy: I'm here to show you how to do exactly the same thing for yourself. She started built and sold by age 37, a 100% referral-only planning practice. And she grew it to seven figures as a solo advisor all while working just three days a week. So we're all about the tactical things here, the efficient advisor.

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