Ensombl Advice Australia

#472 Dean Holmes

Nov 27, 2024
Dean Holmes, Co-founder of The Wealth Network and Absolute Wealth Advisers, shares insights on boosting advisor efficiency and profitability. He discusses practical strategies like increasing client meeting frequency and leveraging technology for better meeting documentation. Dean emphasizes the importance of delegating administrative tasks to support staff and the role of effective meeting debriefs in enhancing productivity. He also highlights the significance of balancing technology with human interaction to foster stronger client relationships.
Ask episode
Chapters
Transcript
Episode notes