Creating a Systems-Driven and Operationally Efficient Financial Advisory Firm with Amy Koenig
Between Now and Success
The Importance of Systemization in Financial Advisory Firms
This chapter explores the importance of creating effective systems in financial advisory firms to enhance team efficiency and free up advisors' time. Using personal anecdotes, it highlights how understanding the 'why' behind these processes can lead to improved client interactions and allow for a more personalized service.
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