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How do you transform your firm’s accounts production workflow so that you free up people's time whilst simultaneously building stronger, more meaningful, more valuable relationships with your clients?
In this Humanise The Numbers podcast with Vipul Sheth of AdvanceTrack Outsourcing, you'll hear Vipul share insights from the many dozens of firms with which he and his team work, specifically around the magic of one or two profound shifts, or profound little changes, in the way you look at and tackle production workflow, so that you and your firm can free up time for your people and still build stronger relationships with your clients.
I hope you'll enjoy the discussion I had with Vipul as much as I did, and I truly hope that you take on board the messages that he shares. I'm convinced, and I know because of the experience I have with other firms, that what he's talking about makes absolute sense and will deliver the results that you want for yourself and for your firm.
When on this episode page, please scroll down for the contact information for Vipul and to find additional resources mentioned in the podcast.
How do you transform your firm’s accounts production workflow so that you free up people's time whilst simultaneously building stronger, more meaningful, more valuable relationships with your clients?
In this Humanise The Numbers podcast with Vipul Sheth of AdvanceTrack Outsourcing, you'll hear Vipul share insights from the many dozens of firms with which he and his team work, specifically around the magic of one or two profound shifts, or profound little changes, in the way you look at and tackle production workflow, so that you and your firm can free up time for your people and still build stronger relationships with your clients.
I hope you'll enjoy the discussion I had with Vipul as much as I did, and I truly hope that you take on board the messages that he shares. I'm convinced, and I know because of the experience I have with other firms, that what he's talking about makes absolute sense and will deliver the results that you want for yourself and for your firm.
When on this episode page, please scroll down for the contact information for Vipul and to find additional resources mentioned in the podcast.
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