196: Ideas to Implement - Project Management vs Client Tasks with Guest Lauren Hong
The Efficient Advisor: Tactical Business Advice for Financial Planners
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Balancing Project Management and Client Tasks in Financial Planning Practice
The chapter delves into the significance of project management for financial advisors, emphasizing the use of tools like Asana to manage larger projects alongside client tasks. It highlights the distinction between CRM systems for client-focused activities and project management tools for overarching projects, stressing the value of comprehensive documentation for efficient workflows.
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