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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

Do the Account Paper Work for New Clients?

Work flow is a series of of repeating sapsres if i'm going to do an account opening transfer process. The follops look like all these steps. And every time someone says, do the account paper work for new client a, it's always kicking off the same sequence of things that are then going to have to be done. If i would have just checked my work low, it would have reminded me to close the loop.

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