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2min chapter
163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
The Efficient Advisor: Tactical Business Advice for Financial Planners
Practices for Financial Advisors: Avoiding Paperwork and Seeking Advice from Successful Peers
This chapter discusses the importance of avoiding paperwork and seeking advice and learning from other successful advisors as key practices for financial advisors. The hosts also explore the challenges of translating these ideas to their team and ensuring effective execution.
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