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

256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Narrowing the Focus: The Power of Specialization

This chapter discusses the benefits of enhancing client experience by niching down in financial planning, particularly towards clients nearing retirement. The speakers explore how specialization leads to increased productivity, better client service, and a more fulfilling career by aligning personal passion with market demands.

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