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Ep 439: Scaling Financial Planning With Monday.com As A Project Management Hub In Lieu Of Wealthbox CRM with Alvin Carlos

Financial Advisor Success

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Navigating Transitions and Setting Goals for Growth

This chapter focuses on the seamless transition of users from Folio to Goldman Sachs, highlighting the unchanged user experience and an ambition to enhance sales and marketing efforts to gain new clients. The discussion also outlines future growth plans, including hiring more advisors and reaching key revenue goals.

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