EP10: Mastering Organization Insights from Katie Stenson
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EP10: Mastering Organization Insights from Katie Stenson
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About this listen
In this episode of "The Top One," hosts Jerry Corliss and Chas Emerson welcome Katie Stenson, an expert in optimizing organization and efficiency through technology. Katie, a mother of five and a school board member, shares her unique background from teaching to coaching CEOs on achieving work-life balance. She identifies the four primary struggles financial advisors face: email management, task management, note-keeping, and file documentation.
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