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 knowing how to do everything.

-Learn how to leverage dashboards and analytics to make informed business decisions that drive profitability.

If you’re an advisor looking to optimize your back-office operations, this is an episode you don’t want to miss! Ready to take your practice to the next level? Contact Sue at [email protected] or reach out to Frank at [email protected].

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