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Ep 329: When Scaling Gets (Operationally) Messy And Outsourcing Operations To Streamline Or Automate With Charesse Spiller

Financial Advisor Success

CHAPTER

How to Streamline and Automate Your Client Onboarding Process

Kitzis: Zapier is a workaround for when you're using advisor tech that is not already integrated. Kitzis: I refer out to Spanx automation for all of our Zapier referrals, because it's like if someone goes to them for automation and they're not streamlined, they come to us. And then once we streamline them, streamline their systems, they go back to Spanx Automation. There's a lot of automation that can happen in your email marketing software.

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