
Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen
Financial Advisor Success
Is There a Pandemic?
i was thinking, there's no way in the world that financial advisers are going to want to optimize their c r m and work on on operational processes right now. Honestly, it was the opposite. It was as if everybody had been sent home. You know, client reviews were kind of put on paws, or now being done virtually,. which was a heck of a lot more efficient. And advisers seemed to have more time. They wanted to improve their internal processes and procedures. There is no time like the present to just do it and get it done," she says.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.