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

298: Margin = Magic: How I Stopped Curveballs from Wrecking My Schedule

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Proactive Scheduling: The Key to Reducing Stress and Enhancing Efficiency

This chapter explores the vital role of proactive scheduling in business, highlighting the benefits of creating time buffers to prevent last-minute crises. It shares personal experiences and strategies for enhancing operational efficiency while promoting mental health, and concludes with an invitation to a coaching program for advisors seeking to implement these practices.

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