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

096: A Simple Tool to Create the Right Momentum in Your Business

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Start Stop Continue in a One on One Check In

In a one on one check in to give them, if you're going to say stop, maybe also add in a start. You can have some of those conversations like, you know what, let's have you stop making those types of phone calls and well, instead we'll have you start doing this. So it makes a really great tool for team members as they go through their five hour roll roadmap.

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