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Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen 

Financial Advisor Success

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Is Redtail a Good Way to Reduce Language Redundancy?

A task can actually sit above a work flow or within a work flow. Not sending the external email with additional, you know, infor ation as it pertains to that task. A lot of time's advisers are putting notes in inappropriate places within tasks. So there's some training there to kind of reorganized the way people are using tasks and look for additional efficiencies.

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