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78 - Summer Reset: Drift or Design?

TRAP: The Real Adviser Podcast

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Maximizing Microsoft in Financial Planning

This chapter explores the integration of Microsoft products within the financial planning industry, emphasizing effective configuration for optimal operations. It highlights the role of technology in enhancing productivity, improving client interactions, and achieving a more manageable workflow through tools like AI. The discussion also critiques the common tendency to underutilize technology, advocating for a deeper understanding and proper use of these essential platforms.

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