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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XY P an Live Pre Conference - Is There One That Could Be Eliminated?

If you're interested in getting your hands on my meeting note, follow up templet and process, the one that doesn't require any more time outside of your meeting. It's a bonus that i will be giving away if you sign up for the x y p an live pre conference that i am doing alongside mat jarvis of the perfect arae. You can use my discount code libby, and i will drop that in the show notes to save money and receive this bonus. If this podcast has blessed you in any way, i would love, love, loveLove it if you left a review over on itunes or on spotify. Have an amazing rest of your week.

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