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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

Having a Solid Operations Foundation in a C R M

Most teams that reach out to me, it's because they have an outlook calendar. They're using asona for tasks. And and then contacts, whichs just like all things,. the communication with clients and end the notes and records of in constructing a well organized, a contact hierarchy, if you will. So when we start talking about tak now thinking trying to think back to stream lining on some of the conversation that that you had tied to initially.

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