Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
303: Ditch the 24/7 Cell Phone Hotline: Smarter Client Access, Happier You
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!
In this episode, we dive into the importance of setting healthy boundaries around your cell phone as a financial advisor 📱. Many advisors start their businesses by giving clients their personal number, but as your practice grows, this can quickly lead to blurred lines and overwhelm.
You’ll learn simple, practical strategies to shift client communication from your personal phone to your office…
The skinny
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