“Hits the right mix of challenging yet relatable. There are similar podcasts that I’ve enjoyed (and still listen to) where I choose to overlook the eagerness to build a massive brand and monetize as much as the market will bear. Efficient Advisor provides a lot of the same advice without an ego. She definitely wants advisors to pay for other services she offers, but it feels more like one can “opt in” to the extras if/when you’re ready. She doesn’t try to monetize to the hilt which makes it more valuable in my book.”
J. Ramage via Apple Podcasts ·
United States of America ·
05/24/22