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

229: Tax Strategy for Your Boring W-2 Clients and Beyond

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Maximizing Productivity Through Time Blocking

This chapter explores the crucial role of strategic organization and time management in enhancing business efficiency. It highlights time blocking as a key technique for financial advisors to improve productivity while navigating challenges in business structure and tax strategies.

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