Advisors, he writes, should identify wasteful activities so that they can focus on activities that can produce $1,000 an hour in revenue.
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Advisors Need Only Work Five Hours a Day
- Friday, Feb 01 2019
- News Roundup
- Written by PFA News
Matt Oechsli, author of “How to Build a 21st Century Financial Practice: Attracting, Servicing and Retaining Affluent Clients,” says advisors can cut their workday down to only five hours.
They can do this by prioritizing their responsibilities and assessing how well they execute daily functions. So reports Wealth Management.