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

Financial Advisor Success

CHAPTER

What Doesn't Go in My Hub?

There's four corps combetencies that we cover a so tha, the hub essentially becomes your calendar management tool. You do as much in your sieram you can, and when you hit the functions that it just literally can't do, then you have to go somewhere else and figure how to patch it back in. If you need to actually process builling trading, you know, run reporting or, ah,. you know, values and things like that, you'll rely on your financial planting software. And then youow your ted or or your swab platform, or whatever. It's an interesting way to frame the the fore corps systems of the c r m.

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