Castuner

Better Planner

Taylor Stewart

A tactical resource for financial planners to become better planners in all of the ways that means, planning, practice management, workflows, tech stack.

Website des Podcasts

In deiner App anhören

Folgen

11 Folgen

  1. #11 - Surge Meetings Without Burning Out 36:42
  2. #10 - Think Beyond Software | With Sam Flaten 56:48
  3. #9 - How to Actually Use a CRM | Workflows That Fit Your Firm 39:13
  4. #8 - Making Sense of Compliance | Systems, Documentation & RIA Exams 44:45
  5. #7 - Make Content That Sounds Like You | With Sean Trace 59:42
  6. #6 - A Plan on One Page | Goals, Cash Flow & Client Conversations 39:53
  7. #5 - Is AI Making You More Productive? | AI Tools, Costs & Advisor Value 39:25
  8. #4 - Projections 37:01
  9. #3 - Marketing 46:08
  10. #2 - Prospecting Process 45:00
  11. #1 - What do you actually do for your clients 31:20