Webinar Registration

Streamlining Operations and Workflows with the CRM as the Hub

Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -

Thursday, May, 11

04:00pm ET

60 minutes

Kate Guillen

Founder | Lead Coach Simplicity Ops

What You'll Learn

In short, most advisors use their CRM only as a glorified Rolodex. And even if their contacts on in there – the data is messy and not up-to-date.

Join workflow expert Kate Guillen to learn how your CRM can be the hub of your practice by utilizing your CRM for managing…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

In short, most advisors use their CRM only as a glorified Rolodex. And even if their contacts on in there – the data is messy and not up-to-date.

Join workflow expert Kate Guillen to learn how your CRM can be the hub of your practice by utilizing your CRM for managing contacts, tasks, calendar, pipeline and accounts. By utilizing the tool correctly, and implementing processes, procedures, workflows and automations their firm can run like a well-oiled machine. No more fire drills, no more balls dropped, no more reinventing the wheel each and everyday– everything is in one centralized place which reduces stress and friction in the firm.