At what level do Excel skills become meaningless?

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Never. Excel is a powerful tool.

likesmart

As soon as you realize 99% of clients don’t want to see your excel skills.

They're not. Being good with excel saves hours of time

If you know excel well you will have a better understanding of what goes into the worth of a financial adviser. Unless you don’t care and are just gonna sell them on a product.

What are you doing on Excel? I never use it-I'm talking to prospects and clients!

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