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We’ve all heard it a thousand times: Work smarter, not harder. Discover how to work smarter and become a hero to your clients with FiduciaryWor(k)s.
In this episode of the 401k Marketing Podcast, Rebecca Hourihan interviews Josh Itzoe, CFP®, AIF®, founder of FiduciaryWor(k)s and former co-founder of Greenspring Advisors. Josh discusses the challenges that advisors face in their business, including visualizing their value and creating efficiency and repeatability in their practice.
Josh Itzoe discusses:
- The importance of creating a consistent process
- Why “casting a vision” is important for financial advisors to do with clients
- How to leverage technology to increase efficiency and profitability
- Ways you can become a hero to your clients
- And more
Related: Mapping Out the Data and Outreach Stages of 401(k) Prospecting