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293: How to Save 30+ Hours a Month with Smart Workflows and Automation With Lorie Jones
Ready to transform the way you handle client service? In this episode, I’m joined by Lorie Jones, a seasoned Financial Advisor who has over 20 years of experience supporting top-performing financial advisors. Lorie shares her secrets for creating a high-touch client experience, building efficient systems, and managing the chaos that can come with growth. Whether you’re a solo advisor or run a team, you’ll walk away with actionable strategies to elevate your client service model.
What you’ll learn in this episode:
How to build replicable and consistent service systems that scale with your…
The skinny
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