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IGO Episode 11: Buy Back Your Time with Heather Bunja from The Admin Effect
In this episode of "In Good Order," Ben Braverman from SMS Financial Solutions sits down with Heather Bunja of the Admin Effect to explore innovative strategies for financial advisors. Discover how the Admin Effect is transforming the way advisors manage their operations, from pre-filling annuity applications to conducting AUM rollover calls. Heather shares insights on how their services save time and boost revenue, helping advisors focus on growth. Tune in for practical advice and success stories that can elevate your practice.
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By Ben BravermanIn this episode of "In Good Order," Ben Braverman from SMS Financial Solutions sits down with Heather Bunja of the Admin Effect to explore innovative strategies for financial advisors. Discover how the Admin Effect is transforming the way advisors manage their operations, from pre-filling annuity applications to conducting AUM rollover calls. Heather shares insights on how their services save time and boost revenue, helping advisors focus on growth. Tune in for practical advice and success stories that can elevate your practice.