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

262: How You Show Up in a Crazy Market Really Matters (And What To Do!)

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Intro

This chapter addresses the difficulties that financial advisors encounter during market instability and suggests a mindset shift to view challenges as growth opportunities. It also explores the potential of automation and AI in enhancing client relationships and streamlining business operations.

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