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Tìm kiếm các tập trước của The Efficient Advisor: Tactical Business Advice for Financial Planners .

CÁC TẬP KHÁC TRONG PODCAST NÀY

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…
Need a hack to finally get better at delegation—without feeling like you have to lower your standards? If you’re a financial advisor who knows you need to get more off your plate but keeps thinking, “It’s just faster if I do it myself,” this episode is for you. I’m breaking down Gary Vaynerchuk’s 1…
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…
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Libby Greiwe, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.