Financial Advisor Success cover image

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

Financial Advisor Success

CHAPTER

Do You Have a Client on Boarding Process?

"I love writing work flows, cause everybody kind of operates a little bit differently," she says. "It's really fun to collaborate and create ... work flows to manage the various repeatable processes" She adds: "That's the value that we add to firms, is save you from your wheels spinning"

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner