137: Part One: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond

The Efficient Advisor: Tactical Business Advice for Financial Planners

I say this at least once a month or more on this podcast. Being a financial advisor is HARD. Running your own business is HARD. And having tools in your toolkit is your ticket to not just keeping up, but truly thriving in this fast-paced many hats environment is critical. I have put together a list of resources for you that will help you do all the things better, faster, smarter, cheaper, or easier.

Part of my ambition for The Efficient Advisors is to be a hub of vetted resources. A place where advisors can come to look for tools and resources that are industry specific, tried and tested, and well respected that can help you advance whatever it is you’re trying to do in your business. And I’ve shared how I feel about sharing the thing…
The website is FULL of FREE and some paid resources that I’ve found and I’m going to share with you what’s out there and where to find them! But… there are so many I’m going to have to break this down into a couple episodes… so be on the look out for a resources part 2 in a few weeks.
Get ready to dive into a world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease.

LINKS FROM THIS EPISODE:
Episodes Mentioned:
4: Steal My Email Templates
5: 6 Ways Delay Delivery in Outlook Will Make Your Life Easier
112: How to Help Your Clients Not Get Killed on Taxes
28: Steal My SOP (Death of a Client)
Grab the 8606 Roth Conversion Cheat Sheet Here!
Learn More About The Legacy Letter Here!
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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

פרקים

1. 137: Part One: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond (00:00:00)

2. Financial Advisor Tools and Resources (00:00:01)

3. Overview of Available Resources (00:04:26)

4. Resources and Tips for Business Growth (00:17:48)

5. [Ad] Tailwind Talks (00:21:13)

6. (Cont.) Resources and Tips for Business Growth (00:22:00)

7. Available Resources and Community for Advisors (00:25:38)

8. Finding Industry-Specific Financial Services Experts (00:33:25)