Future Forward: Time for What Matters: Integration and Workflow Optimization for Advisors
Presenter: Dawn Hatch
Topic: Time for What Matters: Integration and Workflow Optimization for Advisors
Learning Objectives:
Identify critical workflow bottlenecks and stop the time-wasting tasks that are consuming your team's day. Discover simple integration strategies that handle the repetitive work for you so you can focus on helping clients grow their businesses instead of just keeping up with paperwork.
Master the integration methodology between your accounting platform and essential business integrations, so information flows automatically between systems.
Transform your practice from constantly putting out fires to becoming the trusted advisor your clients actually need. Learn how to use smart workflows and automation to deliver valuable insights that help clients make better decisions while making your own work more profitable and enjoyable.
Cost: Free
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