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

052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision

The Efficient Advisor: Tactical Business Advice for Financial Planners

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How to Scale Your Planning Process

The cost for part one, two and three altogether is five thousand dollars. Or maybe you have totally different markets at your serving or youare still figuring out what your niches are. You do not need to go cold turkey. You can slowly eliminate one offer at a time. But ultimately, what we're shooting for, and what we want to end up with, is so much clarity on who you serve,. Who you are, what you do, how you do it, how you execute your planning process.

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