
Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen
Financial Advisor Success
The Red Tail Eco System Forik Basically Forever
Solyn, the red tail eco system forik basically forever. It's one thing to do operations in advisory firm; it's another thing to build a business serving advisers doing operations. There's so many things behind the scenes that i feel like even friends and family don't see tha is required of you now that you're running a business. So that was very eye opening to me.
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.