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

257: Maximizing Your Tech Stack: Save Time, Cut Costs & Boost Efficiency (Efficient Friday!)

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Maximizing Your Tech Stack for Efficiency

This chapter offers a tactical tip for financial advisors on leveraging their current technology effectively. The host discusses the advantages of mastering existing software capabilities and integrating automation tools to improve efficiency rather than frequently switching platforms.

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