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

297: How I’m Cutting 10 Hours a Week From My Work Schedule (And You Can Too!)

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Intro

This chapter shares the inspiring journey of a financial planner who improved their firm's operations through a specialized coaching program. It emphasizes the importance of clarity in vision and client understanding, alongside a call to action for upcoming group coaching registration.

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