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اپیزودهای قبلی The Efficient Advisor: Tactical Business Advice for Financial Planners را جستجو کن.

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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…
AI is moving fast—and for financial advisors, the conversation can’t just be about what these tools can do. It also needs to include what they can access, where your data is going, and whether what’s actually happening inside your business matches what your compliance documents say. In this episode…
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…
Every process in your business creates an experience for your clients—whether you designed it intentionally or not. In this episode, Libby shares a simple CEO Day exercise to help you step into your clients’ shoes, identify the experience you actually want to create, and find opportunities to make …
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Libby Greiwe است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.