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

149: Ideas to Implement - Five Strategies I Used to Work 25 Hours a Week

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Introduction

Learn about the increased demand for family tree templates following a previous episode, with the speaker offering listeners the chance to purchase a template for a donation to St. Jude. Discover how this template can save time and effort for the listeners while exploring its usage in the speaker's business.

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