U.S JOLTS, India Elections
Bloomberg Intelligence
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Enhancing Advisor Productivity and Client Interaction
This chapter delves into the obstacles advisors encounter in terms of productivity and scalability, underscoring the significance of optimizing advisor time for client engagement. It advocates for leveraging automation and efficient systems to diminish administrative burdens, enabling advisors to dedicate more attention to client interactions, while introducing a new advisory platform aimed at providing a comprehensive set of tools for seamless daily operations.
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