Creating a Workflow for the New Client on Boarding Process?

Kate Guillen is the founder of Simplicity Operations Management, a consulting firm based out of San Diego that specializes in helping advisory firms get the most out of their Customer Relationship Management systems and streamline their internal operations. Kate uses the advisors' CRM system as the central hub for the entire business and builds out workflows from the CRM to ensure that nothing falls through the cracks.

Listen in as she explains how realizing that most firms are underutilizing their CRM systems inspired her to launch Simplicity Operations, what it was like launching at the beginning of the pandemic, and how she soon realized that her consulting services were needed now more than ever as firms went remote. Kate also shares why she sees the CRM system as the hub around which advisory firms should be built, the key to building solid workflows from that hub, and how firms can streamline their operations significantly by systematizing key repeatable steps of their business.

For show notes and more visit: https://www.kitces.com/272