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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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How to Stop Confusion in Your Clients

This idea needs to be part of your ceo day where you look at the offers that you have and ask, are these still the right offers? Do we need to make any changes? And all this clarity leads to simplicity. Simplicity in your business leads to specialization. Your processes can be defined and stream lined when you only offer a couple of different planning routes. You can teach others to do parts of something when it's the same every time. If you want speed and accuracy, it can't be won off every single time. I'm going to gather some different examples of clear, concise, well explained offers,. i going to drop them into a thread over at the efficient adviser community

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