Webinar Registration

Organization – Building the Foundation for a Streamlined Practice
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Thursday, April, 4
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ET
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60 minutes
Kate Guillen
Kate Guillen
Operations Consultant SimplicityOps

What You'll Learn

Join Ops expert Kate Guillen for a deep dive into the critical aspect of organization within your CRM. Learn how to establish a well-organized contact hierarchy, ensuring that your tasks, service model, and workflows are built upon a solid foundation. Discover why the contents…

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Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.
What You'll Learn
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Webinar Description

Join Ops expert Kate Guillen for a deep dive into the critical aspect of organization within your CRM. Learn how to establish a well-organized contact hierarchy, ensuring that your tasks, service model, and workflows are built upon a solid foundation. Discover why the contents of your database matter and how an organized approach sets the stage for a seamlessly streamlined practice.