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

256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Crafting an Efficient Work Week: Structure and Coaching

This chapter details the authors' ideal work week, highlighting the importance of preparation and structure in their routines. It emphasizes the significance of task delegation and coaching for enhancing client experiences and fostering effective practices in financial advising.

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