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The Efficient Advisor: Tactical Business Advice for Financial Planners
174: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
Mar 5, 2024
Learn how financial advisors can save time and money by leveraging external expertise and resources. Explore estate planning services and client acquisition strategies, and adapt to the changing digital landscape. Discover efficient marketing strategies with technology integration and the power of early morning routines for increased productivity.
52:03
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Quick takeaways
- Utilizing IMOs can streamline business operations from analysis to implementation, acting as an extension of your team, providing comprehensive support.
- The Advisor Partner Client Acquisition Kit offers a complete marketing overhaul, empowering advisors to stand out and attract clients effectively through various tools and services.
Deep dives
1. Leveraging Independent Marketing Organizations (IMOs) for Business Growth
Utilizing IMOs can streamline business operations from analysis to implementation, acting as an extension of your team. They provide comprehensive support from recommendations to running illustrations, making business processes easier and more efficient.
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Discover
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