Financial Advisor Success cover image

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

Financial Advisor Success

CHAPTER

FinOps Co-Op: A Community for Operations Professionals

FinOps Co-op is continuing education and community for operations professionals. The annual fee is $1,200 a month or you can pay monthly at $1,25 per month. So the goal there is peer to peer knowledge, continuing education and then also support in your career.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner