
Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen
Financial Advisor Success
Do You Have a Follow Up Task?
Change addresses. Can be a task, but the work flow is, change address, verify address and change sstin system. After 24 to forty eight hours, send quick follow up email two clients to confirm this was taken care of for them. And you would be shocked at how far that little follow up emal which, by the way, is templatin you can copy and pasted out of the work flow into your emal. Goes with a client.
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