Building The Team And Tech To Serve Thousands Of (Advice-Only) Clients Efficiently: #FASuccess Ep 487 With Lori Atwood
Welcome everyone! Welcome to the 487th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Lori ...
Tuesday, April 28, 2026
Tag: Efficiently
Research suggests that people who talk to themselves out loud while problem-solving aren’t eccentric — they’re accessing a cognitive loop that processes information 30% more efficiently than internal dialogue, and the habit that most people suppress in public is the exact mechanism their brain would choose if social judgement weren’t part of the equation
Add Silicon Canals to your Google News feed. Think about the last time you caught yourself talking out loud to ...
Hiring Advisory Firm Employees For The Long Term: How To (Efficiently) Screen For The Right Culture Fit
Hiring in a financial planning firm often represents an important inflection point, where the decision to expand headcount can temporarily ...
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.