How To Optimize Your Practice with Checklists and Flowcharts with Michael Lecours of fpPathfinder
Resilient Advisor Podcast
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Checklists and Flowcharts: Optimizing Practices
This chapter discusses the importance of using checklists and flowcharts in various aspects of financial advising. It explores how these tools can streamline processes, improve client interactions, and enhance marketing efforts. The chapter also highlights popular checklists and flowcharts that address specific planning issues and important updates in the field.
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Transcript
