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  1. Tessie Sanci
    A lack of planning tops the list
  2. Tessie Sanci
    A written schedule of tasks not only organizes your day; it’s good for your brain
  3. Tessie Sanci
    Let your clients and prospects get to know your staff and COIs
  4. Wendy Cuthbert
    Canine companions can lower stress levels and enhance staff morale. But not all dogs are office-friendly
  5. Tessie Sanci
    Get your worry under control and learn from experience
  6. Tessie Sanci
    There are four key steps you need to take to ensure your financial advisory practice is allocating resources to the right place in order to be profitable
  7. Wendy Cuthbert
    Employees often respond well to carefully chosen background music
  8. Tessie Sanci
    Using assistants and office organization systems frees up time for clients
  9. Tessie Sanci
    When your assistant messes up, speak up
  10. Tessie Sanci
    Coaching techniques lead to a motivated team