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

Financial Advisor Success

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What Advice Would You Give to a Consultant?

"There's going to be road bumps, and that's, you know, parfer the course," she says. "If things go awry, ou're out a solution." She advises people who are thinking of starting their own consulting firm: 'You're gong to surprise yourself with how good you are at it'

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