From Chaos to Clarity: Streamlining Operations with Data

14 Jun 2025 • 24 min • EN
24 min
00:00
24:58
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Key Highlights: -The true cost of operational disorganization - and how to measure it. -Why “progress, not perfection” is the key to implementation. -How to identify bottlenecks using data and process tracking. -The concept of Kaizen and continuous improvement in firm operations. -Simple steps to begin streamlining your business today. If you’re an advisor wondering whether your practice could be running more smoothly, this episode is your roadmap to clarity. Reach out to Sue at SueCheema@EliteConsultingPartners.com, or Brian at BrianLutz@EliteConsultingPartners.com.

From "Advisor Talk with Frank LaRosa"

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