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

317: Warren Buffett’s 2-List Strategy: The Secret to Laser-Focused Success

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Applying the Two-List Strategy to Business Offers

Libby discusses how too many service offerings dilute a firm's focus and encourages doubling down on core offerings that move the needle.

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