Webinar Registration

Mastering Workflows in Your Practice
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Tuesday, November, 7
|
ET
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60 minutes
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…
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Webinars are for Financial professionals only. Exceptions may be made for clients of Financial Experts Network subscribers.

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What You'll Learn
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Webinar Description

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 implement workflows to help with client and practice management
  • How workflows work in combo with activities
  • How to utilizing activity templates

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.