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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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.
Advisors, he writes, should identify wasteful activities so that they can focus on activities that can produce $1,000 an hour in revenue.