
Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen
Financial Advisor Success
Creating a Workflow for the New Client on Boarding Process?
Most of the firms that we work with are financial planning practices, so they'll have an introductory call. We write a work flow for each one of those different meetings. And in the end, once you've on boarded the client, ah, there's the introduction to the firm portal where they can view their accounts on line. So lake soup to nuts, if you will.
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