
Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen
Financial Advisor Success
Redtail - How Did It Happen?
Am is the founder and CEO of operations consulting firm, am.com. She started out working for an advisory firm but decided to build her own business after learning a lot from them. Now she works with more than 100 firms around the U.S., including some big Wall Street banks. The company has raised over $30 million in funding so far.
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