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How can an office have the capacity to deliver full financial plans for all clients, regardless of their level of investment? Heckert shares the processes and staffing solutions that lead to increased production as well as client satisfaction.

Utilizing technology and embracing virtual planning can increase your production by making your processes more efficient, reducing time spent commuting, and opening up the door to relationships with clients that would never have been possible before. An advocate of the virtual meeting, Heckert discusses the tools he has used to have effective meetings with clients via web conferencing. He goes on to talk about the other technology he has used to make his processes more efficient and user-friendly for the client, including e-applications and accelerated underwriting for insurance cases.

Utilizing technology and embracing virtual planning can increase your production by making your processes more efficient, reducing time spent commuting, and opening up the door to relationships with clients that would never have been possible before. An advocate of the virtual meeting, Heckert discusses the tools he has used to have effective meetings with clients via web conferencing. He goes on to talk about the other technology he has used to make his processes more efficient and user-friendly for the client, including e-applications and accelerated underwriting for insurance cases.

Heckert explains how implementing technology into your practice will increase your production.

Heckert explains how implementing technology into your practice will increase your production.