A Moment Saved Is A Dollar Earned
It’s simple: if you accomplish more than you used to in the same amount of time, your practice becomes more profitable
There’s nothing new about this concept, but what is new is the opportunity you have to put it into practice.
With technology advancing the way it is, there are all kinds of programs and tools for managing your time, managing clients, and managing information. These are the things that can help you shave off excess time for both you and your clients, and they’re worth the time it takes to explore them.
Key Strategies from the 53rd:
- Utilize advisor desktop portals for accessing information
- Identify current programs for illustrating complex financial concepts to clients
- Explore options for viewing and sharing through mobile devices
- Make it simple and easy for clients and prospects to contact you through multiple channels
