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

256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

Navigating Success in Financial Planning and Business Efficiency

This chapter delves into the journey of a successful financial advisor specializing in retirement planning, focusing on effective systems and processes for business success. It also highlights the importance of a global advisor community and the balance between personal and professional life, encouraging actionable insights for listeners.

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