2min chapter

The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

195: Project Management vs Client Tasks with Guest Lauren Hong

The Efficient Advisor: Tactical Business Advice for Financial Planners

CHAPTER

Introduction

Exploring the integration of project management tools like Asana and ClickUp in financial advisory businesses, with insights from guest Lauren Hong and a realization on leveraging CRMs versus project management software.

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