10 min listen
053: Ideas to Implement - Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
053: Ideas to Implement - Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
8 minutes
Released:
Aug 18, 2022
Format:
Podcast episode
Description
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy! Here are the Action Items to Tuesday's podcast: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision -------------------------------------------------- LINKS FROM THIS EPISODE:Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August. Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Aug 18, 2022
Format:
Podcast episode
Titles in the series (100)
001: I'm Back! An Introduction to The Efficient Advisor by The Efficient Advisor: Tactical Business Advice for Financial Planners