The Power of Automation: 3 Strategies to Streamline Your Practice

Advisor Talk with Frank LaRosa · Mar 6, 2025 · 37m

Frank and Sue break down three essential automation strategies that every advisor should implement:

How to streamline client onboarding with automated workflows to save time and reduce human error.

Using automated tracking and email alerts to ensure clients take required minimum distributions on time.

Automating tax document distribution to improve efficiency and avoid last-minute client frustrations.

Why clean, structured data not only improves operations but also increases business valuations in M&A deals.

How automating processes allows your business to not be dependent on one person…