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

Financial Advisor Success

CHAPTER

How to Automate Your Client Experience

In the early days you have a lot of time and not a lot of clients. So you can actually be fairly inefficient. It doesn't matter because you don't have enough work to keep you busy through the day yet until you get to a certain number of clients. And then somewhere I find around 30 to 40 clients, there's just so many clients and there's so many requests that they have.

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