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12min chapter
174: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
The Efficient Advisor: Tactical Business Advice for Financial Planners
Adapting to the Changing Landscape of Estate Planning
The chapter emphasizes the importance of advisors adapting to the evolving digital landscape in estate and legacy planning, presenting a plug and play solution for client acquisition and retention. It includes a success story of a female advisor's transformation from selling Medicare supplements to implementing advanced strategies, showcasing significant revenue growth and business expansion.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode