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Efficiency
1 MIN READ

What can you do that an AI can’t?

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Advisely-Team
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2 years ago
What is the primary function of a meeting between an adviser and their client?  According to Inspired Money founder Conrad Francis and chief operations officer Sherree Coffey, it’s the deep convers...
Updated 12 months ago
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rainier.reyes
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2 years ago

Such a great story conrad ! 

Would love to hear everyone else's #1 most efficient advice process so please share them here.

And if you too would like to know how your advice stacks up against industry benchmarks, do the 5-minute test here.

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