206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen

The Efficient Advisor: Tactical Business Advice for Financial Planners

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
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LINKS FROM THIS EPISODE
Register for the Systems to Scale Group Coaching Program Here
Learn More About Simplicity Ops Here
Browse Simplicity Ops’ Resources Here
Talk to Kate Here
Grab Your AI Notetaking Free Trial and 10% Discount Here

Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn Here!
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Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

فصول

1. Systems to Scale Group Coaching (00:00:00)

2. Maximizing CRM Efficiency and Savings (00:10:06)

3. Community for Advisor Efficiency & Support (00:17:25)