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

052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision

The Efficient Advisor: Tactical Business Advice for Financial Planners

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How Do I Determine Libby What My Offers Should Be?

How do i determine, libby what my offers should be? First, it starts with auditing your existing services. Who is the ideal client for each service? What do you charge? Is that offer scalable? Of the past 20 clients that you brought on, what percentage bought which offer? How long does it take you to deliver? To go through the whole planning process, your team's time, your time. So by narrowing your offerings, you're actually helping them make a quicker decision.

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