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

052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Introduction

Libby grawe is the founder and CEO of an efficient financial planning firm. She says that when pitching your process to prospects, you have one job: help clients make a decision. We're going to combat decision fatigue, analysis, paralysis and indecision in your clients by getting crystal clear on your offers.

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