From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]
The Perfect RIA
Maximizing Efficiency for Financial Advisors
This chapter focuses on the importance of preparation and intentional time management for financial advisors to enhance productivity. It introduces strategies such as the '95-50 rule' to reassess client relationships and discusses the value of hiring support staff to improve operational efficiency. Moreover, the chapter highlights the role of technology, particularly CRM systems, in streamlining client management and scheduling to increase advisors' revenue.
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