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Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen 

Financial Advisor Success

CHAPTER

Workflow Demonstration

Tasks for me just appear when there are things that i'm supposed to do. That's the inner face at the team level. Once this is buillt out in te work flows, I just get a sign the i'm supposedto do. And as long as everybody m stays on top of their work flows, one task is going to pass hands to the next team member and is going to passed hands to thenext team member. Each person is going to be notified of their responsibility as it relates to that request. When i do my thing and i check my box off, then whoever gets the next thing has their task appear for them. And that all just flows, because that

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