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Specialization and Role-Based Reporting
Manage episode 364105581 series 2935250
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Listen as Technology Solutions Consultant Eric Baumgardner from Advisor Group discusses the strategies for using specialization in your practice and the benefits that come from role-based reporting. Hear how splitting up roles using workshopping and brainstorming can be used to increase the productivity and level of professionalism at your practice that will be realized by your end customer.
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