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

329: How Small Shifts Helped Eva 5X Her Practice (and Transform Her Client Experience)

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

Doing the Foundational 'Eye-Roll' Work

Eva and Libby discuss clarifying ideal clients, values, and why foundational work informs everything.

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