The Efficient Advisor: Tactical Business Advice for Financial Planners

← The Efficient Advisor: Tactical Business Advice for Financial Planners22. Aug. · 11 Min.

397: How to Know if You are Solving the Wrong Problem in Your Business (Replay)

397: How to Know if You are Solving the Wrong Problem in Your Business (Replay)22. Aug.11 Min.

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we dive into a common misstep advisors make—solving for the wrong problem. Are you actually demand-constrained or supply-constrained? 🧩 You’ll learn how to quickly diagnose where your true bottleneck lies, what to focus on based on your answer, and what to stop wasting ti...