Efficiency isn't just about tech

Great insightsTony.Stephens! The emphasis on understanding the multiplier effect, clearly defining roles, and filtering prospects is spot on imo. Efficiency is indeed multifaceted and goes beyond just implementing new tech. However, it’s important to remember that technology can be a powerful enabler when combined with these strategies. By automating routine tasks and enhancing communication, tech solutions can free up time for advisors to focus on high-value activities, thereby amplifying the benefits of the practices mentioned. It’s all about striking the right balance and ensuring that technology complements rather than overshadows the human touch.