I sit down for an on-air strategy session with one of the Financial Advisors of Raymond James, Laura Cook, to tackle her challenges with productivity in the entrepreneurial space. We cover how Laura’s interactions with her clients could be systemized to decrease disruptions to her workflow while providing a superior level of client servicing and reclaim time for more productive activities.

What You’ll Discover In This Episode:

✔️ The Best Place To Start Creating Efficiency In Your Workflow

✔️ Ways To Plant The Seeds For Smooth Transitions

✔️ How Releasing Old Roles Can Set You Free

✔️ Strategies To Minimize The Times You’re Forced To Wing It

✔️ Tips For Leveling Up Your Client Servicing

✔️ So Much More!

This was an awesome discussion with Laura I hope you enjoy. Now let’s jump right in and get to the straight talk!

 

Show Notes

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