plus how to leverage ai to help.
by jackie meyer
“it’s not about having time, it’s about making time.” we all start with the same 24 hours, yet some advisors seem to achieve more in a workday and still get home in time for dinner. many tax and financial advisors begin their day consumed by urgent emails and end it wondering where the time went.
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reclaiming your hours is about taking control of your schedule so you can focus on what truly matters. this post provides specific strategies for time management and prioritization – so you can boost productivity, avoid burnout and actually achieve that mythical concept: work-life balance. the payoff? more freedom, more impact and yes, often more revenue as you spend time on high-value tasks instead of getting lost in the weeds.
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