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

00:00

The Efficient Advisor Community on Facebook and LinkedIn

There are currently 1,300 like-minded advisors all in the efficient advisor community. The group is filled with people from a wide variety of financial planning services experiences. Uttadmit: I have hopefully an update on the group coaching program coming out soon.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app