EXACTLY what every advisor needs
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“If you are looking to make positive changes in your business then this is a one stop shop for improving your client relationships, daily life as an advisor and for growing your practice.
I HIGHLY recommend”
Peter Metcalf via Apple Podcasts ·
United States of America ·
05/01/24
More reviews of The Efficient Advisor
“I’ve been an advisor for over 20 years, and I’ve listened to many podcast during that time. This is hands-down, the best podcast I have heard for financial advisors. Every single episode gives actionable advice that you can use in your business immediately to help improve your processes and...”Read full review »
Todd Pisarczyk via Apple Podcasts ·
United States of America ·
12/13/23
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“I recently re-found this show and it was such a refreshing use of listening time. I appreciate the tactical advice as a FA.”
TrinaCFP via Apple Podcasts ·
United States of America ·
07/06/22
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“This podcast is so refreshing. It’s real things you can implement in your business. Every episode I grab small and big things I can tweak or change to make a huge impact.
I keep thinking there is going to be a dud episode… but there honestly hasn’t been one yet that didn’t challenge me to up my...”Read full review »
get-into-disney via Apple Podcasts ·
United States of America ·
08/26/22
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