How to Increase Productivity With Dynamic Planner

Ben Cohen: Sometimes we get in our head as advisors that the more time I spend looking at a client situation, somehow the more value I'm delivering. We would expect a three or four hundred percent improvement in productivity through using dynamic planner versus other ways of doing things. So you can go from 80 to 100 to 300, 400, we've even got clients approaching 500 clients. How far do you want to go with that productivity dividend? He says it's by enabling advisors, empowering advisors, to have more and better conversations.