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

160: How To Do a Client Communications Audit to Make Clients Feel Valued

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Transforming Your Practice through Efficient Systems and Processes

Learn how financial advisor Jen tripled her revenue while working less by implementing efficient systems and processes, as discussed in this chapter. Discover the importance of investing in oneself and building out systems to streamline your practice and create a business that aligns with your desired lifestyle.

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