While systems are meant to automate certain mundane aspects of business, they can also be used strategically, to leverage the talents of your staff and achieve more business growth. Systems also: • Help advisors identify the bottlenecks in their workflow. • Make new employee training more efficient. • Improve the implementation and effectiveness of new procedures. • Allow others to find inefficiencies that you don’t see in a process. • Leverage your time and help your business run like a well-oiled machine. Creating systems changes the way you do business for the better! While a Wall Street trader, I became tired of repeatedly dealing with the same operational problems. So, I followed each problem from its

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