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 • ET • 60 minutes
Kate Guillen
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…

Register for Webinar

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