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15min chapter
195: Project Management vs Client Tasks with Guest Lauren Hong
The Efficient Advisor: Tactical Business Advice for Financial Planners
Enhancing Client Delivery through Efficient Systems
The chapter explores the benefits of creating structured systems in business to improve client service and overall quality. It discusses the evolution of systems based on past mistakes, emphasizing the importance of task management tools like Asana. The conversation also touches on challenges faced by advisors in organizing operations and coordinating various systems for better efficiency.
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Discover
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