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

289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Intro

This chapter offers valuable insights on improving business efficiency through structured client meetings and the integration of AI. It also presents a group coaching program aimed at helping advisors scale their businesses using personalized AI solutions.

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