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

Advisely Team

2 years ago

Fantastic question conrad 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 conrad '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.

conrad

Advisely Contributor

2 years 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.

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