
Ep 272: Streamlining Operations And Workflows With The Advisor CRM As The Centralized Hub with Kate Guillen
Financial Advisor Success
Work Flows - Are They Workflows or Tasks?
Firms tend to build out in work floes, or build out first. What else typically gets built out first when firms are trying to get more systematized? So we got really good at using a tasks so i could look at my team's tasks and see what everybody was working on. And an identified list of things like address changes, account transfers, check deposits, contributions, closing an account, a client termination is work flowable.
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