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Productivity

Productivity is a very important step every financial advisor, accountant, and broker needs to leverage to grow their practice. Having consistent systems and principles based on which you can grow your practice is so important, that we’re having a dedicated section with many articles focusing on this topic.

Inside the training program – The consistent principles you and your team have adopted and apply day-by-day to plan, manage time, maximise efficiency and get it done.

Why Engaging With Peers Could be the Missing Link in Growing Your Practice

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How Chat-GPT can help financial advisers, accountants & mortgage brokers.

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Why Stanford believe audio transcription is the future

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How to reclaim 10 hours in your week

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How to Fix Email Management

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Why Frameworks are the key to audio file noting

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How practices can manage email better

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Why We All Need To Step Away This Xmas

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The “Can We Make The Invoice Out To……” Conundrum

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The Time Lie

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Keyboard killed the dictation star (but why?)

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3 Steps to rapid progress

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What To Do When There’s Too Much To Do

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Is Finding the “Why” the Key to Overcoming Demotivation?

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When It All Gets Too Much

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