Blog Post

Advice Efficiency
2 MIN READ

How are practices building their teams?

mat.tenison3's avatar
mat.tenison3
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9 months ago

If QAR isn't the panacea for the industry, what should advisers focus on?

I often find conversations with my fellow advisers veering into some very familiar territory. Stop me if you’ve heard any of these before: how can we trim down the time spent on preparing advice do...
Updated 8 months ago
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