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

329: How Small Shifts Helped Eva 5X Her Practice (and Transform Her Client Experience)

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

Finding Community and Masterminds

Eva shares low- and no-cost ways to get mentorship: podcasts, study groups, vendor programs, and Thrivent resources.

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