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

329: How Small Shifts Helped Eva 5X Her Practice (and Transform Her Client Experience)

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

Solving the Meeting Notes Problem

Eva describes delegating note-taking and recaps to a trusted team member to free the advisor's time.

Play episode from 45:07
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app