#472 Dean Holmes

Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for improving the efficiency and profitability of advice practices, including increasing the number of client meetings per advisor, leveraging technology for meeting recordings and transcripts, and strategically delegating administrative tasks to support staff rather than adding more advisors. Dean Holmes LinkedIn: https://www.linkedin.com/in/dean-holmes-financial-adviser-coach-the-wealth-network/ The Wealth Network Website: https://www.wealthnetwork.net.au/ Absolute Wealth Advisers Website: https://www.absolute.sydney/ For more information on how Sharesight can support your practice, visit https://ensombl.com/go/20241128 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/