3min chapter

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

182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer

The Efficient Advisor: Tactical Business Advice for Financial Planners

CHAPTER

Encouraging Advisors to Embrace Impactful Activities

John shares his transformative experience with a suggested activity, sparking inspiration for other advisors. The host encourages listeners to explore the 'legacy letter' link for potential positive outcomes and welcomes audience participation.

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