Episode publish date
February 13, 2026 11:00 AM (UTC)
Last edit date
Feb 17, 2026 4:23 PM
Last snip date
February 17, 2026 4:14 PM (UTC)
Last sync date
February 17, 2026 4:22 PM (UTC)
Show
The Efficient Advisor: Tactical Business Advice for Financial Planners
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[02:51] Episode Summary — What Kind of Profit Margin Should Your Financial Advisory Business Have?
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[02:50] Revenue Versus Profit Reality
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[04:52] Two $1M Firms, Two Different Lives
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[07:00] Benchmark Margins By Firm Stage
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[08:44] Protect Margins With Pricing And Cost Discipline
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[10:22] Scaling Versus Leveraging Tradeoffs
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[13:02] Pare It Back — Small Gain, Big Relief
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[19:22] Equalize Revenue Per Hour
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