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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.

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Épisodes

11 épisodes

  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