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
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ET
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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…

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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.

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.