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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

The CRM Is the Hub Point of a Firm.

When i look historically at advisory firms and how they've been built, the truth is that the c r m usually has not actually been the centralized hub point of a firm. And so to me, you're kind of indirectly asdribing a shift from where we were, were it was. It was a broker dealer custodians platform that was the centralized hub of how we ran our business.

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