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Ep 319: Competing For Big Clients As A Small Boutique With A Focus On Task Management With Jim Niedzinski

Financial Advisor Success

CHAPTER

Are There Integrations Between Asana and Wealth Box?

Siarum isn't designed for most ras it's um for for task management and that this it ultimately is more efficient. We're using their dashboard project in client meetings to communicate but we haven't yet activated the idea for hey mr mrs client here's your login to your asana. i dream of the client portal having a tile that's their task inbox so they double click on it single sign into them on into asana  and we're engaging in that way in real time jake as you mentioned is doing a version of thatYeah i think it's overwhelming for many advisors to think of tackling a software like this and it seems so out of the box but i

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