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

Automating Meeting Prep and Follow-Up

Eva details a three-step meeting prep cadence and standardized client file templates to be consistently prepared.

Play episode from 41:09
Transcript

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