Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
090: Software Output, Deeper Conversation, & Staying Ahead of the Curve in Your Business with guest Adam Holt
Financial advice has changed a lot in the last several decades… and it’s going to keep evolving and changing. So today, we’re talking about the future. My guest, Adam Holt, and I are going to make sure that you are positioned to crush your business now AND stay ahead of the curve when it comes to the future of advice.
In this episode we get into the nitty gritty of:
How planning has changed from salesperson that gives advice to an advisor that sells
What elements of planning will NEVER change
How to strike the right balance between technology and human connection
What is the next big trend in…
The skinny
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