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Advice Efficiency
2 MIN READ

How are practices building their teams?

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MatTenison
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5 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 4 months ago
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