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