Process Drives Profit with Kate Guillen – Founder and Lead Coach, Simplicity Operations Management

Advisor Talk with Frank LaRosa · Aug 4, 2022 · 35m

Key topics covered in the conversation include:

*The top automation strategies financial advisors need to employ now that have the most substantial and positive practice impact.

*Simplifying and replicating efficient business processes as the foundation for sustainable business growth and increased profit.

*How financial advisors can use process and planning tools to create replicable efficiencies that create a high-touch client experience.

*Fostering time efficiencies and enabling higher levels of productivity using cohesive business planning technologies and integrated systems.

*Why…