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

246: An Unconventional KPI That Will Change Your Client Experience Immediately

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Enhancing Leadership Impact on Employee Experience

This chapter highlights how effective leadership can significantly boost employee experience and development. It introduces the concept of an 'impact score' for evaluating team dynamics and encourages community engagement through various platforms while promoting a new YouTube channel focused on AI in advisory practices.

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