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

096: A Simple Tool to Create the Right Momentum in Your Business

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Is Your Client Experience Impactful?

Every financial planning practice has at least these six processes, seven if you manage money. And then I'm going to be giving you an eighth bonus process here soon. All things that you should be analyzing at least once a year in one of your CEO days. Like what is it that we're doing in our client experience process impactful? Does it make a difference? Would our clients notice if it disappeared?

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