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

281: Unpopular Opinion: Why You Can and Should PAUSE Growth Sometimes

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Maximizing Efficiency in Financial Planning

This chapter introduces 'Efficient Friday,' a new format focused on delivering quick and actionable advice for financial planners. It emphasizes growth and efficiency through personal experiences and highlights the use of AssetMap software to improve advisors' practices.

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