DiscoverThe Advisor Solutions PodcastThe Advisor Solutions Podcast EP 109- The Top 5 Strategies to Work Smarter
The Advisor Solutions Podcast EP 109- The Top 5 Strategies to Work Smarter

The Advisor Solutions Podcast EP 109- The Top 5 Strategies to Work Smarter

Update: 2025-09-16
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Do you want to work harder or work smarter in your business? I think we all want to work smarter! The bigger question is, do you know how to work smarter? Do you have proven strategies that have worked for successful advisors and agents that work for you? 


Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have specific strategies for working smarter in their businesses. They are so busy working “IN” their business that they don’t take the time to work “ON” their business. As a result, they keep doing the same things that they have always done.


In order to get to the next level, they feel like they have to just keep doing more of what they are doing. The problem with this type of mentality is that it just means working harder and not smarter!


This episode shares how successful advisors and agents learn strategies to work smarter in their businesses.


 

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The Advisor Solutions Podcast EP 109- The Top 5 Strategies to Work Smarter

The Advisor Solutions Podcast EP 109- The Top 5 Strategies to Work Smarter

Daniel C. Finley