Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
274: The Ultimate Value Add to Make Clients for LIFE *Replay with Blake Brewer*
Adding value to clients is a core value over here at the Efficient Advisor. Today’s episode is going to be a game changer for you when it comes to a simple-to-execute value add that is huge on impact. If you know me, you know when it comes to adding value we’re looking for two things…
1) How much impact does it actually have on your clients?... and
2) What is the difficulty to execute said value add? When I come across something that is lower on difficulty and HIGH on impact… I am here for it and I cannot wait to share it with this community.
Today’s guest, Blake Brewer, is something really…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.