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16min chapter
195: Project Management vs Client Tasks with Guest Lauren Hong
The Efficient Advisor: Tactical Business Advice for Financial Planners
Optimizing Financial Planning with Project Management Tools like Asana
This chapter explores the integration of project management tools like Asana in financial planning and operational initiatives, emphasizing the strategic involvement of operations teams in major projects. It discusses the contrasts between using CRM systems and project management tools, highlighting the benefits of utilizing Asana for detailed project planning and task prioritization. The importance of segregation between project management tasks and client-specific information, along with the utilization of AI, compliance, and security in tools like Asana, is also discussed.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode