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

189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Enhancing Business Efficiency and Meeting Objectives

Learn how the Pomodoro technique can help you manage tasks effectively by setting time limits and taking breaks. Discover the importance of defining clear objectives for meetings to focus on achieving major tasks and avoiding overwhelming agendas.

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