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215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh Kosnick

Episode 215

It’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔

In today’s podcast episode, The Effi…

1 year, 10 months ago

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214: Ideas to Implement -- How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith

Episode 214

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but alway…

1 year, 10 months ago

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213: How to Make Your Website (and Everything You Write) Way Better w/ Guest Jo Faith

Episode 213

You literally have a hot second (or maybe two if you’re lucky!) to attract clients when they read your website, email, blog, brochure, or newsletter.…

1 year, 10 months ago

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212: The Meeting Notes Hack That Will Change Your Life

Episode 212

Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to l…

1 year, 11 months ago

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211: 5 Tips to Get Better Conversions When Public Speaking with Deirdre Van Nest

Episode 211

Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just …

1 year, 11 months ago

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210: Ideas to Implement -- The Client Experience Cheat Code

Episode 210

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but alway…

1 year, 11 months ago

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209: The Client Experience Cheat Code

Episode 209

It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the p…

1 year, 11 months ago

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208: Ideas to Implement -- My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”

Episode 208

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but alway…

1 year, 11 months ago

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207: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”

Episode 207

What if you could transform your financial advising business by focusing on fewer, fiercely loyal clients? 🤔

In today’s episode, The Efficient Advisor…

1 year, 11 months ago

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206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen

Episode 206

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but alway…

1 year, 11 months ago

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