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

275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Navigating Goals and Personal Challenges in Business

This chapter emphasizes the significance of adjusting goals while juggling personal and business demands, particularly in busy periods. It also offers insights on managing expectations, along with updates on their upcoming book and course amidst various challenges.

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