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The Efficient Advisor: Tactical Business Advice for Financial Planners
149: Ideas to Implement - Five Strategies I Used to Work 25 Hours a Week
Nov 3, 2023
Learn how to work smarter, not harder, in your financial planning business with tips on reducing work hours, streamlining processes, serving niche markets, and using one-page financial plans. Discover actionable strategies to boost efficiency and improve productivity.
20:58
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Quick takeaways
- Creating a niche and ideal client avatar enables charging higher fees and tailoring services efficiently.
- Identifying inefficiencies and streamlining processes by pinpointing pain points enhance overall business operations.
Deep dives
Efficient Business Practices and Charity Support
Supporting St. Jude, the podcast creator offers a family tree template for a minimum $15 donation. The template simplifies a time-consuming task, benefits the charity, and saves users effort in template creation.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode