Podcast Episodes
Back to Search004: Steal My Email Templates
Episode 4
Copy and Paste..... Those words are music to my ears.
Why? Because it means I did the work once, and now I can just use it over and over again.
Why? B…
4 years, 7 months ago
003: Nailing Your Niche with Divorce Financial Planner Michelle Klisanich
Episode 3
Divorce Financial Planner, Michelle Klisanich, and I dive into the art of niching down. Michelle is a true example of how differentiating yourself fr…
4 years, 7 months ago
002: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!)
Episode 2
In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast ho…
4 years, 7 months ago
001: I'm Back! An Introduction to The Efficient Advisor
Episode 1
How do I become a referral-only practice? Build systems and processes to create ease in my financial planning business? Get out of overwhelm and into…
4 years, 7 months ago
Efficient Advisor Podcast Trailer
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: T…
4 years, 7 months ago