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Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen 

Financial Advisor Success

CHAPTER

How Do Firms Engage?

"We have to do this from our sarum system. We can't use any of our paper systems," she says. "It better be centralized in a, you know, like you said, in the c r m." She adds that it was rewarding helping firms get through these operational hurdles because of the pandemic.

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