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

053: Ideas to Implement - Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision

The Efficient Advisor: Tactical Business Advice for Financial Planners

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What Do You Charge?

"Our goal is to try to help them move forward on something to make their financial future awesome," he says. "We want our clients to be able to make a simple, easy to choose decision." He suggests auditing your existing offers: Who's the ideal client for each service? You know, what do you charge? Is it a scalable offer?" 'And i would encourage you to look at the behind the scenes'

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