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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 6min
Navigating the Financial Planning Industry
05:35 • 18min
Estate Planning Services and Client Acquisition Strategies in Financial Advisory
24:01 • 4min
Adapting to the Changing Landscape of Estate Planning
28:17 • 12min
Efficient Marketing Strategies with Technology Integration
40:12 • 2min
The Power of Early Morning Routines
42:10 • 10min