303: Ditch the 24/7 Cell Phone Hotline: Smarter Client Access, Happier You

The Efficient Advisor: Tactical Business Advice for Financial Planners ›

06:59 | Sep 5th

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right awa...Show More