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

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Manage episode 428348776 series 3460679
Kandungan disediakan oleh Libby Greiwe. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Libby Greiwe atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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

Join the Group Coaching & Mastermind 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!

  continue reading

Bab

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)

237 episod

Artwork
iconKongsi
 
Manage episode 428348776 series 3460679
Kandungan disediakan oleh Libby Greiwe. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Libby Greiwe atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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

Join the Group Coaching & Mastermind 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!

  continue reading

Bab

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)

237 episod

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