Zebra Smash - Real Financial Planners | Real Conversations

Episode 79 - Extreme Efficiency - Eden Bowen


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In an episode that originally was meant to be a T3 and tech strategy discussion, we ended up interrogating Eden Bowen about how her firm has reached such insane levels of efficiency. Is it their process? Their tech stack? Is it superhuman advisors? (Spoiler: Probably all three)

For further clues on how they do it, but sure to check out their book, Thirty Five Great Ideas: Timeless Advice for Financial Success

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Zebra Smash - Real Financial Planners | Real ConversationsBy Zebra Smash - Ben Birken, Roger Pine