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

053: Ideas to Implement - Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

Introduction

Libby griley is a self-confessed efficient adviser. She grew her business from three days a week to seven figures in just 14 years. Each week she distils the episode down into two bullet points that you can take action on right away. This week's topic was about simplifying your offers for clients.

Transcript
Play full episode

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