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418: The Year-End Scramble: 6 Ways to Get Ahead of the Chaos
Year-end processing, RMDs, Roth conversions, holiday parties, Christmas shopping, and somehow finding time to plan for 2027? No wonder financial advisors feel like they're running a marathon every December! But what if you could get ahead of the year-end scramble, actually enjoy the holidays, AND walk into January feeling prepared instead of already behind? In this episode, I'm sharing practical ways to create more margin in your advisory business and your personal life, including a few simple systems you can steal for your own holiday planning.
In this episode you will learn:
How to set…
The skinny
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