
Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen
Financial Advisor Success
I Don't Know What I Dont Know So I Didn't Even Know
The industry has a giant training gap, knowledge gap of just what c r m systems can actually do. They don't know that it can integrate with outlook and calendly and and be linked to clients contact records. And so i'm just wain't to hang out with my current system or the they know. I would rather talk to someone who's done this before and have them build it,. teach us and then be available as kind of like an operational sounding board going forward.
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