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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The Flexibility of Working for Libby

"I gave them a lot of flex hours. Our office was only open from Monday to Thursday," she says. "Even if it wasn't exactly the way I wanted it, I would okay stuff and then I'd tweak them later."

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