Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
048: Clever Productivity Solutions Short, Medium and Long-Term Tasks with Guest Avi Friedman
Running a financial planning practice is a lot like being the ringmaster of a 47-circle circus.
We manage a lot of chaos… and when done well, we put on a heck of a show! But, often when you step out of the light, you feel a little… exhausted.
Every ringmaster loves a good life hack. You know, the kind that helps you get something done faster, the kind that helps you stay organized or the kind that frees up your time to work on the stuff that really matters.
In today’s episode we’re really going to focus on the 3 different areas we need to be employing these productivity strategies to manage…
The skinny
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