I am excited to share a few additional resources to piggyback off Episode 137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond. 

As I’ve said, being a financial advisor is HARD, but having tested, effective tools and resources will help your business thrive in this fast-paced environment. The Efficient Advisor website is FULL of FREE and some paid resources that I’ve found. I’m excited to share with you what’s out there and where to find them! You’ll see everything from a one-page financial plan masterclass, to a cheat sheet for delegating better, to a letter template that will get those prospects to book that next appointment. 

In this episode, I have put together some extra resources that will help you do things:

• Better
• Faster
• Smarter
• Cheaper
• Easier

Can I get an “A-to-the-Men!”

So, grab a hot cup of joe and tune in to this episode as we dive into the world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease.

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LINKS FROM THIS EPISODE:

Episodes Mentioned:

Episode #137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond

Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment

Webpages Mentioned:

The Efficient Advisor Resource Library

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