How to Save 1000 hours... in your advice process

In this video, Conaill from Cobalt and What If Advice dives into how to supercharge the efficiency of your advice business. With a jam-packed schedule running our Dealer Group, The Adviser Games, and our own advice business, we’ve mastered the art of efficiency. Now, we're sharing our top tips to help you save up to 1000 hours per year in your advice process!

🌟 What You'll Learn:

Digitising Client Communication: Discover how tools like Typeform, Calendly, and Loom can streamline your client interactions and reduce unnecessary meetings.
Removing Bottlenecks & Roadblocks: Identify and tackle common issues that slow down your advice process, from personal habits to dealer group constraints.
Creating a System: Learn how to integrate your advice processes into a cohesive system using apps like Trello, Asana, and ClickUp.
Automating Tasks: Explore automation strategies to enhance efficiency and consistency in your business operations.
Whether you're looking to save just 10 minutes a day or overhaul your entire process, this video is packed with practical tips and actionable advice. Don't get bogged down by complexity—focus on implementing even one idea to start seeing results!

Got questions or need more insights? Drop a comment below or connect with us at the next Adviser Games event. Let's revolutionize your advice process together!

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