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

056: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Get More Organized in Ten Minutes or Less

We waste a lot of time on social media, sitting in the waiting room at the doctor's office or yacking with your tea mate as you make coffee for the fifth time that day. So we're going to break it down into what i call like a laughably small task. Go through the filing cabinet and pull out a client file that's just like a hot mess. Nd, literally, that's it. That is your ten minute task, and you can cross it off. Then maybe the next day It's create a folder templet. The next day it's copy and paste the templet into each client file. Ah, maybe it's show your team how you want

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