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5min chapter
149: Ideas to Implement - Five Strategies I Used to Work 25 Hours a Week
The Efficient Advisor: Tactical Business Advice for Financial Planners
Efficiency and Streamlining Processes
The chapter focuses on identifying pain points and inefficiencies to streamline processes, offering a program to become more organized and efficient. Strategies like automation, delegation, and task elimination are discussed, along with a financial planning master class and community resources.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode