Process Breakdown Podcast (audio)

How Neil Brown was able to Systematize His Financial Planning Firm by Identifying Bottlenecks and Streamlining the On-boarding of New Clients!

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Are you having trouble keeping track of everything that is happening in your business? Are your new employees unsure of what they need to do? In this interview, Neil Brown of Burkett Financial Services, LLC reveals how he Systematized His Financial Planning Firm by Identifying Bottlenecks, Documenting Procedures, and Streamlining the On-boarding of New Clients. […]
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Process Breakdown Podcast (audio)By Process Breakdown Podcast (audio)
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