15 min listen
174: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
FromThe 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
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
52 minutes
Released:
Mar 5, 2024
Format:
Podcast episode
Description
We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day.In today’s episode, our guest, Carter Wilcoxson, discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some really cool stuff. This innovative, comprehensive solution is aimed at revolutionizing marketing efforts and solidifying an advisor's online presence. It offers tons of tools, including:Website designCustom video contentDrip marketing campaignsClient acquisition and retentionA done-for-you estate planning service If you’re looking to invest in resources that free you from time consuming tasks and can lead to a more balanced life, be sure to tune into today’s episode for immediate, high-impact actions to streamline your business. ----------------------LINKS FROM THIS EPISODEConnect with Carter on LinkedIn Here!Learn More About the Advisor Client Acquisition Kit Here!Check Out Carter’s Estate Planning Package Here!Learn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful 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:
Mar 5, 2024
Format:
Podcast episode
Titles in the series (100)
008: Elevate Your Elevator Pitch by The Efficient Advisor: Tactical Business Advice for Financial Planners