The Efficient Advisor: Tactical Business Advice for Financial Planners 068: 13 Easy Value Adds that You Can Implement Right Now
Oct 11, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
What Is a Value Add?
02:26 • 2min
Are Value Adds Worth It?
04:34 • 2min
Adding Value to Your Clients
07:01 • 2min
Highly Customized Highly Personalized Highly Highly Valuable
09:18 • 3min
Tax Return Analysis Is a Lot More Time Consuming Than You Think
11:50 • 2min
Having Someone Else in Your Practice Do This for You?
13:59 • 2min
Personalized Value Adds for Your Clients
15:51 • 3min
Do You Have a Value Add?
18:42 • 3min
One-to-Many Value Add
21:30 • 1min
401k Management - Is This an Option for You?
22:59 • 2min
The Value Ad That Is Not Education Is a One-to-Many Option
25:16 • 2min
The Precon Podcast - X, Y, P, N
27:01 • 3min
Podcast Episode X, Y, P and Live - I'm New Here!
30:03 • 3min