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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 Many Firms Do You Want to Work With?

Hartin: Not being very good at saying no, biting off more than i can chew a and compromising family time. So that a goal for 20 22 is being better at managing time so that i have time to spend with my my friends, my family and for myself. We just want to go really deep with ten firms this year, or 15 firms this year,. Exactly, three at a time, but never more than three, exactly. I'm really hoping to be able to help more people.

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