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How Financial Advisors Can Become More Organized Part II

Financial Advisor Marketing Podcast

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Financial Advisers - How to Build a Better Business

James Pollard: Financial advisers waste a lot of time by copying and pasting. He says if you're just hanging around, fill it with something productive. James suggests using loom or bomb bomb to record video messages for prospective clients. In lean six sigma, this is when employees are waiting due to equipment down time. It's not sitting around creating financial plans that don't exist.

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