AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
15min chapter
163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
The Efficient Advisor: Tactical Business Advice for Financial Planners
Implementing Changes Within the Team
In this chapter, they discuss how to introduce and implement changes within the team. They talk about using third party credibility and co-creation to gain buy-in and address pushback. They also mention their previous discussion on distilling complex ideas into simplified one-page plans.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode