Time is Money: Accelerating Productivity by Leveraging Expertise

We all wish we had more…TIME! While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day.

In today’s episode, our guest, Carter Wilcoxson, discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some really cool stuff. This innovative, comprehensive solution is aimed at revolutionizing marketing efforts and solidifying an advisor's online presence. It offers tons of tools, including:

  • Website design
  • Custom video content
  • Drip marketing campaigns
  • Client acquisition and retention
  • A done-for-you estate planning service 

If you’re looking to invest in resources that free you from time consuming tasks and can lead to a more balanced life, be sure to tune into today’s episode for immediate, high-impact actions to streamline your business.

Related: The Successful Advisor's Habits, Actions, and Behaviors: Keys to Excellence in the Field