Shows
The Efficient Advisor: Tactical Business Advice for Financial Planners206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate GuillenEach 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---------------------------------LINKS FROM THIS EPISODERegister for the Systems to Scale Group Coaching Program HereLearn More About Simplicity Ops HereBrowse Simplicity Ops’ Resources HereTalk to Kate HereGrab Your AI Notetaking Free Trial and 10% Dis...2024-07-1118 minThe Efficient Advisor: Tactical Business Advice for Financial Planners205: Transforming Your CRM into an Effective Operational Hub with Guest Kate GuillenCRMs can be an amazing tool…IF you know how to maximize them! It can be a hub of operations and a key part of your team by triggering workflows and automations. But, where do you start when it comes to actually using it as a vital part of your business instead of a glorified Roladex?In today’s episode, workflow guru Kate Guillen sits down with The Efficient Advisor, Libby Greiwe, to unpack how businesses should use their CRMs not only for mere contact databases, but also dynamic operational hubs that:Streamline processesEnhance efficiencyDrive growthDeliver high...2024-07-0950 min