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14min chapter
#472 Dean Holmes
Ensombl Advice Australia
Mastering Meeting Debriefs in Advisory Practices
This chapter focuses on the critical role of effective meeting debriefs in the business landscape, highlighting how technology can enhance compliance and marketing. It emphasizes the ideal meeting length, strategic team involvement, and the relationship between meeting frequency and revenue generation for financial advisors. Additionally, the discussion includes insights on scaling advisory practices through strategic acquisitions and optimal business management to maximize profitability.
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