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Kate Guillen
Kate Guillen
Operations Consultant SimplicityOps

What You'll Learn

Join operations expert Kate Guillen to learn how to build and implement workflows in your practice. Kate will cover:

  • What is a workflow and How does it work?
  • How to creating workflow templates
  • Her list of recommended workflow templates
  • How to…
Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.
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