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Ep 329: When Scaling Gets (Operationally) Messy And Outsourcing Operations To Streamline Or Automate With Charesse Spiller

Financial Advisor Success

CHAPTER

The Importance of Automation in Advisors

The automation means you don't even have to click a button. The actual action part goes away and is automated with an automation, not with an integration. And this is where advisors start to get hesitant because you have to trust the product. So I like Zapier. We don't set up zaps in house, but we work with a referral partner to make sure that gets set up for our client to are using our implementation services.

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