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#472 Dean Holmes

Ensombl Advice Australia

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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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