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16min chapter
#472 Dean Holmes
Ensombl Advice Australia
Optimizing Efficiency in Financial Advisory
This chapter explores the distinctions between advisor efficiency and business efficiency within the financial advisory sector. It emphasizes the critical role of client meetings and the importance of delegating administrative tasks to enhance overall productivity, advocating for the incorporation of virtual assistants from the start. Additionally, the discussion highlights the need for integrating technology effectively while balancing it with essential human interactions in the advisory process.
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