• 206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen

  • Jul 11 2024
  • Duración: 18 m
  • Podcast

206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen Por arte de portada

206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen

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  • Resumen

  • 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

    ---------------------------------

    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

    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!
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