
Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen
Financial Advisor Success
How to Build a Workflow in a Form Workflow Form at Beyond Yet
i often, i find firms have that just, it has become part of their systems. It's how they do what they do. And wt, what does that mean to build them out in a form work flow form at beyond yet? We have a process, you blak, we have a three meeting process about how we meet with prospects. The as meeting, we talk about this. The second thing, yeu talk about thati often,. i find firms having that just, it has become partof their systems. A funny story before i get into how you actually build that within c r m. When i started am at an a, the president, his client
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