Join financial advisor coach Josh Patrick for an exclusive webinar where you'll discover how to cut your work hours in half while watching your profits naturally follow - specifically designed for financial advisors, CPAs, and attorneys who are tired of being trapped in client work. You'll learn Josh's five-step delegation system that finally gets your team handling what they should be handling, plus my "Time Recovery Formula" that buys you back 2-3 hours every day to work on growing your practice instead of just running it. If you're constantly putting out fires, working evenings and weekends, or feeling like your firm can't function without you being involved in every decision. This session will show you exactly how to build a practice that runs smoothly while you focus on the strategic work that actually moves the needle.
Consultant to Financial Advisors
Josh Patrick, CFP, Financial Transitionist
Stage 2 Planning Partners