Forum Discussion

conradfrancis's avatar
conradfrancis
Icon for Advisely Index Top 10 rankAdvisely Index Top 10
3 months ago

What is the #1 process you have in your practice that makes you efficient?

Being able to move Inspired Money forward, this is a question I had to ask myself very early. This allowed me to remove myself from the technical aspects of the advisory process and focus on driving ...
technology
Rainier-Reyes's avatar
Rainier-Reyes
Icon for Advisely Team rankAdvisely Team

Fantastic question conradfrancis and awesome suggestions for levelling up efficiency. A 60% time reduction in the review process is an incredible feat!

Would love to also call out the great work you and your team are doing because snagging the top position on the Advisely Index is not easy - so for everyone here please go check out our latest article on conradfrancis 's story here. And if you too would like to know how your advice stacks up against industry benchmarks, do the 5-minute test here.

conradfrancis's avatar
conradfrancis
Icon for Advisely Index Top 10 rankAdvisely Index Top 10
3 months ago

Thanks Rainier, the only caveat I have is that the focus must by what’s in the best interests of the client, all of the time though.