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

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How to Create a Lazer Focused Marketing Message

An ore geting really, really clear on your ideal client avitar. A big piece of that is making sure we have offers that appeal to that i c a a. You can slowly eliminate an offer at a time, or you can slowly start to add offers to your offering. Think of it as part of your ceo day that you're doing. Hopefull youre oing s o days quarterly, but at least once a year, we probably need to do an offer review.

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