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149: Ideas to Implement - Five Strategies I Used to Work 25 Hours a Week
The Efficient Advisor: Tactical Business Advice for Financial Planners
Streamlining Financial Planning with One-Page Plans
Learn about the advantages of using one-page financial plans to simplify complex financial information for clients, save time, and enhance client understanding. Discover a masterclass designed for advisors to implement this approach and insights on distilling key points into actionable steps for immediate practice improvement.
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highlights
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