The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

259: Time Management Mastery: Edit Your Calendar Like a Best-Selling Book (Efficient Friday!)

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Transforming Time Management with Tactical Tips

This chapter introduces Efficient Fridays, a new format aimed at providing quick, actionable financial tips for advisors. The speaker shares personal experiences and discusses the role of AI in enhancing business efficiency through BMO Automation.

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