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

307: How I Organize All of My Thoughts, Ideas, Things to Do without Feeling Scattered

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Why Advisors Need One and How to Start Today

Explains information overload for advisors, the benefits of a second brain, and issues a simple challenge: pick a familiar tool, capture three items now, and commit going forward.

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