The Efficient Advisor: Tactical Business Advice for Financial Planners 294: How to Save 30+ Hours a Month with Smart Workflows and Automation With Lorie Jones
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Jul 29, 2025 In this conversation, Lorie Jones, a seasoned Client Service Associate with over 20 years of experience, shares her strategies for streamlining financial advisory practices. She discusses how to build efficient workflows that save time and enhance client experience. Lorie emphasizes the importance of proactive communication and shares tips for documenting processes, ensuring teams function smoothly. She also touches on balancing formal procedures and flexibility, along with the transformative role of CRMs and automation in boosting productivity and client satisfaction.
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Lorie's Journey into Finance
- Lorie Jones entered financial services after taking time off to raise children. She loved the numbers, planning, and client interaction, which motivated her to gain credentials and open her own advisory firm.
Automate Move Money Process
- Automate move money processes to eliminate errors and save time. Use systems that guide staff step-by-step with built-in checks like verbal confirmation.
Simplify Task Reassignment
- Build a sub flow that assigns tasks based on roles to handle team turnover seamlessly. Change task assignment once and it updates across all relevant workflows.