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

062: Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Do You Know What You're Saying?

i think it's interesting what you're saying. Just real tricks, if you don't mind. The interesting of cours is that so you can do whatever you winte,. So i'm the, i'e the same kind of business, right? So, like, i provide customized content for people. You no kn know, i tonly know t ou're saying. And yet, i mean, even our recommendations, we had, so it was basically like 75 pages of very specific recommendations. This one applied to this client, x through this one, this one doesn't apply. Of those 75 pages, or whatever it was, 50 pages, they might only get

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