Allocating time and energy toward automation can seem daunting, but truthfully it's just tedious. It’s a matter of selecting the right software and getting support to help integrate. Help could come from a team member or an external coach to help move your clients over 1 by 1.
I’ve always said it’s analogous to doing dishes. You can only load one dish at a time, and you can only convert one client at a time. Tedious for sure, but when you think about the potential to scale while reducing your owner hours the temptation to automate grows. The fact of the matter is, it makes your firm highly marketable.
In this episode, David and I cover a lot of ground in the realm of automation. We got to see how our perspectives in tech and in brokerage influenced each other and played off one another's viewpoints for the future of the industry. There's some great back and forth here that I think you'll enjoy.
Accountant's Flight Plan