Greatest Hits: The Power of Automation: 3 Strategies to Streamline Your Practice

Advisor Talk with Frank LaRosa · May 1, 2025 · 37m

Frank and Sue break down 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…