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Productivity hack - get an assistant and learn to delegate. Best thing I ever did. It increased my time with prospects and clients, overall client satisfaction and my work/life balance.
Number one complaint I receive from clients is, no contact. Keep in touch, take clients out to lunch 2x a year, the big ones. Send out birthday cards, Thanksgiving, Christmas, etc
A good CRM is indispensable. I love Wealthbox. It's intuitive so no time wasted figuring it out.