Acompanhe Libby Greiwe no podcast "The Efficient Advisor" para dicas práticas e insights de especialistas que ajudam planejadores financeiros a otimizar suas operações e aumentar a renda.
274: The Ultimate Value Add to Make Clients for LIFE *Replay with Blake Brewer*
E274 • 46 mins • May 20, 2025
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Episódios recentes

May 20, 2025
274: The Ultimate Value Add to Make Clients for LIFE *Replay with Blake Brewer*
E274 • 46 mins

May 16, 2025
273: An Alternative to Surge Meetings: What I Call Cluster Meetings
E273 • 11 mins

May 13, 2025
272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis
E272 • 36 mins

May 9, 2025
271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In
14 mins

May 6, 2025
270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone
E270 • 54 mins

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