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

268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents Burnout

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Transforming Energy and Efficient Practices in Financial Advisory

This chapter emphasizes strategies for improving mental health and preventing burnout among financial advisors through effective business practices. The speaker shares their personal success story and introduces a free event designed to help advisors enhance client service and streamline their workflow.

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