Creating a Systems-Driven and Operationally Efficient Financial Advisory Firm with Amy Koenig
Between Now and Success
Streamlining Client Reviews with Checklists
This chapter emphasizes the critical role of checklists in scheduling client reviews within financial advisory firms, helping to prevent oversights during busy periods. It discusses the structured approach to managing client reviews, including essential steps for effective communication and resource allocation. Additionally, the chapter highlights the integration of technology and systematic processes to enhance efficiency and accountability in advisory practices.
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