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206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
Manage episode 428348776 series 3460679
İçerik Libby Greiwe tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Libby Greiwe veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
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LINKS FROM THIS EPISODE
Register for the Systems to Scale Group Coaching Program Here
Learn More About Simplicity Ops Here
Browse Simplicity Ops’ Resources Here
Talk to Kate Here
Grab Your AI Notetaking Free Trial and 10% Discount Here
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Bölümler
1. Systems to Scale Group Coaching (00:00:00)
2. Maximizing CRM Efficiency and Savings (00:10:06)
3. Community for Advisor Efficiency & Support (00:17:25)
229 bölüm
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