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

096: A Simple Tool to Create the Right Momentum in Your Business

The Efficient Advisor: Tactical Business Advice for Financial Planners

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What Can We Delete?

stop is basically what can we delete? What is not impactful to our clients? What is taking too much time that we're not utilizing? So maybe let's say in your meeting prep, you're always having your team prepare beneficiaries for all of the accounts every single time. That seems to be a waste of time. Maybe that is something that we can try as a team deleting for this next round of annual reviews or strategy sessions. I personally like strategy sessions because that implies being proactive versus reviews gives a little bit more of a reactive kind of a vibe.

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