029: Tips And Tricks: Things You Didn't Know You Didn't Know With Guest Jeremy Keil

The Efficient Advisor: Tactical Business Advice for Financial Planners · May 24, 2022 · 41m

You might remember just a short period of time ago when Jeremy was on the podcast sharing how he TRIPLED his referral in just 1 year… it was so good.

Well, when were recording that episode we were just riffing on other things and you know I talk A LOT about stepping into that CEO role and really RUNNING your business instead of it running you. And, Jeremy and I were chatting and I thought you would like to hear some of the tips and tricks that he’s uncovered that have propelled his practice into the stratosphere.

In this episode Jeremy and I talk about:

His client experience tips & tricks

How…