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

216: Ideas to Implement -- Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Intro

This chapter announces the upcoming Retirement Tax Services Summit, featuring a speaker dedicated to enhancing business practices. It highlights the excitement surrounding virtual attendance and the focus on actionable insights from prior episodes to help listeners optimize their operations.

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