OVER DEZE AFLEVERING

Engels
Verenigde Staten

TRANSCRIPTIE 🔗

OUDE AFLEVERINGEN ZOEKEN

Zoek naar eerdere afleveringen van The Efficient Advisor: Tactical Business Advice for Financial Planners .

ANDERE AFLEVERINGEN IN DEZE PODCAST

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 …
What if you had your own personal board of directors—not for your business, but for you? A carefully chosen group of people who challenge you, encourage you, open doors, tell you the truth, and help you become the person you need to be for whatever you’re building next. In this episode, I’m joined …
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…
You blocked the time. You had every intention of doing the work. But somehow, when that time block arrives, email, team questions, client needs, and a dozen other things suddenly take over. If this sounds familiar, the problem might not be discipline at all. In this episode, I’m digging into the re…
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Libby Greiwe, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.