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Advanced Personal Financial Planning Conference 2016

LL4 - Using a Workflow System and CRM Technology to Deliver Consistent Client Services Efficiently & Profitably

Jan 18, 2016 4:20pm ‐ Jan 18, 2016 4:40pm


A business cannot run most efficiently and profitably without having systems in place. Most financial advisory firms do not have documented processes that are followed to deliver consistent, exceptional service to clients. This mini-¬?session will demonstrate how a good workflow with multiple steps should be constructed. You will then see a demo of how to use a workflow engine in a CRM to automate various daily tasks so you can systematize the delivery of your client services, yet personalize for each client.  


  • Deborah Fox, CEO & Founder, Fox Financial Planning Network

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