Enhancing Advisor Efficiency and Workflow Management

Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for improving the efficiency and profitability of advice practices, including increasing the number of client meetings per advisor, leveraging technology for meeting recordings and transcripts, and strategically delegating administrative tasks to support staff rather than adding more advisors.

Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/ The Wealth Network Website: https://www.wealthnetwork.net.au/ Absolute Wealth Advisers Website: https://www.absolute.sydney/

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