DiscoverThe Efficient Advisor: Tactical Business Advice for Financial Planners206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen

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

Update: 2024-07-11
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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

Join the Group Coaching Waitlist Here

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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!

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

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

Libby Greiwe