Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
267: Stop Doing Annual Reviews Now! And Do This Instead
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!
I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!
And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new!
In today’s episode, we’ll discuss why it’s time to ditch the traditional “annual review”…
The skinny
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