Expert in project management and client tasks, Lauren Hong, discusses balancing project management tools like Asana with client tasks for financial advisors. Emphasizes the importance of comprehensive documentation for efficient workflows in the financial planning practice.

Host Libby Greiwe chats with Lauren Hong, founder of Out & About Communications, about using project management tools to streamline tasks and enhance team collaboration in financial advisory firms. Topics include project management vs task management, avoiding recurring mistakes, automating workflows, and when to use CRMs. Practical tips are provided for creating an organized and efficient business environment.