24 min listen
137: Part One: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
137: Part One: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
35 minutes
Released:
Sep 12, 2023
Format:
Podcast episode
Description
I say this at least once a month or more on this podcast. Being a financial advisor is HARD. Running your own business is HARD. And having tools in your toolkit is your ticket to not just keeping up, but truly thriving in this fast-paced many hats environment is critical. I have put together a list of resources for you that will help you do all the things better, faster, smarter, cheaper, or easier. Part of my ambition for The Efficient Advisors is to be a hub of vetted resources. A place where advisors can come to look for tools and resources that are industry specific, tried and tested, and well respected that can help you advance whatever it is you’re trying to do in your business. And I’ve shared how I feel about sharing the thing… The website is FULL of FREE and some paid resources that I’ve found and I’m going to share with you what’s out there and where to find them! But… there are so many I’m going to have to break this down into a couple episodes… so be on the look out for a resources part 2 in a few weeks. Get ready to dive into a world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease.LINKS FROM THIS EPISODE:Episodes Mentioned: 4: Steal My Email Templates5: 6 Ways Delay Delivery in Outlook Will Make Your Life Easier112: How to Help Your Clients Not Get Killed on Taxes 28: Steal My SOP (Death of a Client)Grab the 8606 Roth Conversion Cheat Sheet Here!Get on the Systems to Scale Group Coaching Waitlist Here!Connect with Libby on LinkedIn Here! 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:
Sep 12, 2023
Format:
Podcast episode
Titles in the series (100)
005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier by The Efficient Advisor: Tactical Business Advice for Financial Planners