Originally presented at ACP 2020 Virtual Conference, this presentation focused on advisor workflow best practices surrounding three key areas to help you increase your firm’s efficiency so that you can serve more clients and get back more free time.

Areas of focus:
• Client Onboarding Workflows - Delivering a consistent onboarding experience that lets you put your best foot forward with every client, every time.
• Ongoing Review Workflows - Managing client check-ins stress-free with workflows that help you track progress and come to client meetings prepared.
• Client Project Workflows - Creating visibility into the multi-step client projects by breaking them apart into distinct stages and documenting structured steps.

Presented by: Louis Retief and Ron Gorodetsky

свернуть