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Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway with Christopher Jones

Financial Advisor Success

CHAPTER

Efficient Financial Data Management in a Solo Practice

This chapter focuses on the strategies and tools used to manage financial data effectively within a solo financial practice. The discussion includes the flow of data from various investments, decision-making processes for handling data manually, and the importance of efficiency by eliminating unnecessary tasks. It also explores creating documents live during meetings, utilizing technology for collaborative planning, and managing client meetings efficiently to focus on specific client issues.

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