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Ep 453: Improving Efficiency By Turning Client Meetings Into Working Sessions So There Is Less Follow-Up To Manage with Becky Walsh

Financial Advisor Success

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Streamlining Financial Advisory Operations

This chapter explores a subscription-based business model for a financial advisory firm, emphasizing a clear fee structure alongside an Asset Under Management component. It outlines efficient client meeting processes, document management transitions, and the introduction of structured workflow tools to enhance team performance. The discussion also highlights the roles within the firm, aiming to clarify expectations and promote informed client interactions.

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