Webinar Registration

Organization – Building the Foundation for a Streamlined Practice

Date: Thursday, April 4, 2024 at 1:00 PM ET

Duration: 60 minutes

Kate Guillen

Operations Consultant SimplicityOps

Kate Guillen, SimplicityOps is an Experienced Presenter with deep knowledge in Practice Management. With a passion for helping others succeed, they bring valuable insights and practical strategies to every session.

In this session, they will share expert perspectives designed to support your goals and enhance your knowledge in the field.

Register for Webinar

Complete the form below

Name

First Name

Last Name

Email Address

Who invited you?

ZIP Code

Which best describes you? *

State

City

Phone Number

What are your designations (e.g. CFP or CLU)?

Please provide your CFP ID #

A CFP ID number will be required in order to receive CE credit for this webinar.

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

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.