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

023: Delegate More Effectively with Fewer Errors [My System!]

The Efficient Advisor: Tactical Business Advice for Financial Planners

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How to Make Rollover Forms Your Own

Some people are a little bit more. I don't want to say control freak or micromanager, but you know what I mean. They wanted to have very specific measurables that they needed to get to versus just a feeling of, oh, wow, they've done this multiple times and it seems really good. So having some sort of measurable can be a really great thing. But with that being said, that also means that maybe I would forget and especially let's say they're not happening frequently.

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