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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

Automation and Integration on Streamline

The biggest thing with automation is to look at your technology systems. If you have a team, they, it just helps with that teamwork. A lot of people feel like they're making more of an impact on the client journey when they see non-advisors in the firm are actually doing a lot to make this happen. And another big thing I like about the service calendar, this is when the lights come on for the team.

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