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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How to Start, Stop, Continue on Your CEO Day

The CEO day is a great way to look at the business as a whole. You really do need to be kind of breaking down the different parts of your business and figure out what's working, what's not working. And then my personal favorite is what's working really well. Like what is actually doing phenomenally well and then how do we create space in our business to like double down or triple down on that?

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