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Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen 

Financial Advisor Success

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Introduction

Financial advisers success podcast with kate gean. Founder of simplicity operations management, a consulting firm base in san diego, california that specializes in helping advisory firms get the most out of their c r m systems. In this episode, we talk in depth about why kte views the sarum system and its four components of calendaring, task management, sales, pipe line and contact management as the centr around which all advice reform should be built.

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