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The Efficient Advisor: Tactical Business Advice for Financial Planners

The Efficient Advisor: Tactical Business Advice for Financial Planners

Business

202: Ideas to Implement -- Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder

202: Ideas to Implement -- Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder

2024-06-27
Download Right click and do "save link as"

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 always needed!

Here are the Action Items to Tuesday's podcast: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder

—----------------------------------------

LINKS FROM THIS EPISODE

Get on the Systems to Scale Group Coaching Waitlist Here

Learn More about SmartAsset Here and Mention Philip’s name

Connect with Philip on LinkedIn Here

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

view more

More Episodes

240: Group Coaching FAQs - All About the Systems to Scale Group Coaching & Mastermind
2024-12-13
239: - Understanding How to Scale Your Processes & Team - Level 5 of the Systems to Scale Framework
2024-12-10
238: Ideas to Implement - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework
2024-12-06
237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework
2024-12-03
236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall
2024-11-28
235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall
2024-11-26
234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework
2024-11-19
233: Ideas to Implement - How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework
2024-11-14
232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework
2024-11-12
231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework
2024-11-05
230: The Client New Year's Letter You Need to Write Now!
2024-10-29
229: Tax Strategy for Your Boring W-2 Clients and Beyond
2024-10-22
228: 8 Productivity Hacks to Work More Efficiently
2024-10-15
227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin
2024-10-08
226: How to Design Your Perfect Schedule - *Replay with Download*
2024-10-01
225: Ideas to Implement - Complete a Time Study to Boost Productivity Now
2024-09-26
224: Complete a Time Study to Boost Productivity Now
2024-09-24
223: How to Write a Book in Just 6 Weeks with Guest Paul McManus
2024-09-17
222: Ideas to Implement -Growing a National Niche Empire - Advisor Success Story
2024-09-12
221: Growing a National Niche Empire - Advisor Success Story with Guest Nick Daugherty
2024-09-10
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