<p>Operations and optimizing your CRM is something near and dear to every advisors heart and in this episode, we welcome Kate Guillen – founder of Simplicity Ops, a firm that helps advisors fix and optimize their CRM, we get into how to clean up your CRM data and begin to extra true value for your business and the pivots you should make going forward. We cover the exact blueprint to help you do this. </p>

Operations and optimizing your CRM is something near and dear to every advisors heart and in this episode, we welcome Kate Guillen – founder of Simplicity Ops, a firm that helps advisors fix and optimize their CRM, we get into how to clean up your CRM data and begin to extra true value for your business and the pivots you should make going forward. We cover the exact blueprint to help you do this.

<p>Operations and optimizing your CRM is something near and dear to every advisors heart and in this episode, we welcome Kate Guillen – founder of Simplicity Ops, a firm that helps advisors fix and optimize their CRM, we get into how to clean up your CRM data and begin to extra true value for your business and the pivots you should make going forward. We cover the exact blueprint to help you do this.&nbsp;</p>

Episode 106: The Power of Workflows and Systems: A Conversation with Kate Guillen

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We’re helping Advisors get out of their own head by providing strategic & tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We’re helping Advisors get out of their own head by providing strategic &amp; tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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Episode 106: The Power of Workflows and Systems: A Conversation with Kate Guillen

Episode 106: The Power of Workflows and Systems: A Conversation with Kate Guillen

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