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