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5min chapter
212: The Meeting Notes Hack That Will Change Your Life
The Efficient Advisor: Tactical Business Advice for Financial Planners
Tech-Enhanced Financial Planning
This chapter explores the integration of technology in financial planning, with a focus on client data protection and customized software tools. It features an upcoming interview with the FinMate AI founder and highlights a transformative group coaching program designed to help financial advisors improve their business efficiency.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode