The Efficient Advisor
SPECIAL EVENT REGISTRATION
Join us for this special event!
On May 15th @ 3pm EST , I’ll be teaming up with Adam Holt, CEO of Asset-Map, for a candid conversation about how financial advisors can streamline their planning meeting prep and deliver their client service model more efficiently. Don’t worry, it’s just not about Asset-Map software… you can use ANY planning software and get a ton of value!
We’ll dive into:
👉 How to prep for a planning review in just 10 minutes—saving you valuable time
👉 Why "Conversational Financial Planning" is the future—and how to simplify your client meetings
👉 How to streamline your prep process and get to the key points quickly
👉 Best practices to ensure you stay ahead—even as AI reshapes the industry
👉 How to refine your service calendar to create maximum planning impact
This free webinar is packed with insights that will help you save time, deliver more impact, and elevate your client interactions.
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