One of Buffett’s most famous pieces of advice is commonly referred to as the “2-List Strategy” or the “25:5 List Strategy”. It’s simple, but eff...
The Efficient Advisor Blog
Unleash Your CEO Productivity: Expert Tips for Optimal Leadership Efficiency
Sep 23, 2023
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Leading a financial planning firm as a CEO/Lead Advisor is a rewarding but ultra demanding role that requires exceptional time management, decision-ma...
You Need to Help Clients Break Up With Their Previous Advisor.
Let me help!
If your client's dragging their feet when it comes to breaking up with their previous advisor, it's not about you--it's about the awkward "break-up."
The Break-Up Toolkit gives you and your client:
1. Pre-written scripts to copy & send
2. Response playbooks for old advisors callbacks
3. A proven onboarding tool that speeds up money movement
