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

052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Do You Have a Scarcity Mentality?

When you hit this oak crap point, it's usually time to simplify. If you want to scale your business in a profitable way, you need to have clear offers and then a clear process to execute those offers that you can scale. To day we're focusing on the offer side of things. So to day we're gong to stay focused solely on how your prospects buy into your planning process.

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