Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen
Financial Advisor Success
00:00
Redtail - Where Do You Start?
A lot of advisers are getting things off legal pads, or sending a bunch of emales back and forth. So where do you find are the most common gaps? I mean, are there certain areas where we tend to pretty, be pretty good at using our c r m,. And others where we're just very persistently not not doing what we could be doing, or what it's capable of doing. For firms that wane tart changing this, where do you start? i feel like all these systems are sort of in there. We could be using them, as you noted. In practice, we're often scattered. Like, i'm still using aloc for calendar, sona
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