The Efficient Advisor: Tactical Business Advice for Financial Planners

062: Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper

Sep 20, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 5min
2
How Did You Get Started Your Planning Practice?
04:46 • 4min
3
How to Be a Better Coach and Become a More Effective Coach
08:51 • 2min
4
What Was the Step Between That and Where You Are Now?
10:58 • 2min
5
The Key Ingredients to Building a Tight Scale Will Practice
13:13 • 2min
6
Are You the Right Adviser for Me?
15:35 • 2min
7
How to Scale Your Business
17:49 • 2min
8
Productizing Your Process
20:00 • 5min
9
Do You Know What You're Saying?
25:14 • 4min
10
Product Tie Service
29:36 • 3min
11
How Do You Make Your Process More Unique?
32:45 • 4min
12
Streamline Your Marketing
36:15 • 3min
13
Creating a Process in Systems to Make It All Fancy
39:25 • 2min
14
The Efficient Adviser Podcat
41:31 • 3min