

#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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Transitioning from Advisor to Business Owner
02:32 • 2min
Enhancing Advisor Efficiency and Workflow Management
04:55 • 3min
Optimizing Efficiency in Financial Advisory
08:22 • 16min
Mastering Meeting Debriefs in Advisory Practices
24:34 • 14min
Maximizing Client Engagement in Advisory Practices
38:19 • 2min