
Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen
Financial Advisor Success
Work Flowed as Firms Are Trying to Systematize
i like to create check lists within, within work flows. This is a great way to measure bandwith and be able to delegate to. There's literary record the c r im, right? Did it get done? Yes. Id not get don like who's got open tasks that are aly checked off, right? i'm struck a lot of what you're describing or sort of the just the communist negative way just come the the routine operations,. things that happen on ongoing basis once you got a reasonable volume of clients.
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