2min chapter

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

196: Ideas to Implement - Project Management vs Client Tasks with Guest Lauren Hong

The Efficient Advisor: Tactical Business Advice for Financial Planners

CHAPTER

Implementing Actionable Podcast Insights on Project Management and Client Tasks

This chapter provides a summary of practical steps for listeners to apply in their businesses based on the longer podcast episodes. The host stresses the importance of putting ideas into practice to create notable changes and introduces the topic of project management versus client tasks with guest Lauren Hong.

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