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We spend a lot of time talking about how to simplify, systematize, automate, and streamline our businesses—but what about our lives outside of work? After sharing that I recently flew my family to South Africa and back in upgraded seats for mostly free, I got flooded with questions about how I had …
What does it actually look like to build a fast-growing advisory firm without sacrificing the depth of your client relationships?  In this episode, I’m sitting down with financial advisor Emily Rassam to take a behind-the-scenes look at the client experience, workflows, and team structure she’s use…
Should you be charging for financial planning—and if so, how much? For many advisors, the idea of charging directly for their advice brings up a whole lot of questions (and maybe a little head trash). In this episode, I’m joined by Jacqueline Bradley and Ben from MindShift Financial Coaching to unp…
Some of the best efficiency wins in your practice aren’t massive system overhauls—they’re the small decisions you find yourself making over and over again. In this episode, I’m sharing one incredibly simple process I used in my own advisory practice to eliminate a recurring interruption, empower my…
What should financial advisors charge? Too often, advisors answer that question by looking around at what everyone else is charging and picking a number that feels safe. But your clients aren’t paying for the number of hours you spend creating a financial plan or the number of meetings on your cale…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Libby Greiwe, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.