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In this week's episode of Advisor Talk, Brian Lutz and Sue Cheema break down why outdated processes, paper-based systems, and disconnected data aren’t just inefficient - they actively limit growth, scalability, and firm value. From client data trapped in drawers to onboarding timelines that delay revenue, this conversation dives into the operational bottlenecks advisors need to address now to build a practice that actually scales. Watch or listen to the full episode here: https://eliteconsulting
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