
Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen
Financial Advisor Success
What Does It Really Mean to Stream Line Unadvisory Business?
i know you have now been building a business around helping advisers stream line operations, like truly getting in and out to stream line operations. And so i'm looking forward to having a discussion to day of what oes it really mean to say we're trying to stream line unadvisory business? What does that really mean? That's a really great question. There's a lot of work that goes into ed, time consuming. So creating a hub, or an operational foundation, is the c r m in my situation,. Creating a hub, a one stop shop to see kind of everything that's going on cliant wide, you know, firmWide.
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