Do you need to start a project sooner next year, like RMDs? Do you find that half your week is spent onboarding? What if you want to prove to clients how many hours of investment research you put in before making a recommendation? We bet you’re already using activities but did you know you could use activity categories to more closely analyze where your time is being spent?
You can make decisions in anticipation of next year and see if tasks can be delegated to others by implementing this session’s best practices.