In this episode, Jeff and Kate discuss:

• How she got started helping advisors grow and scale with excellent client experiences.
• Using creativity to adapt a CRM to work for your advising practice.
• Kate’s 5-Step proven process to achieve your goals.
• Having collaborative conversations to create the best possible experiences.

Key Takeaways:

• An advisor's number one responsibility is an amazing client experience. At its core, the CRM will help manage this information to obtain and retain clients.
• Document your experience, take it to the CRM, and build out the automations and workflows to deliver the ideal client experience.
• You will find your CRM cannot solve every problem and do all the things. That is not its purpose. But there are other technologies that can integrate with the CRM and in your processes to streamline everything.
• Using a dictation or voice-to-text will help you document more efficiently. Like anything else, you will want to review the information before completing.

"What does it mean to go above and beyond what's expected of you? That's what separates people, that's what separates these experiences, and that's what earns you referrals." — Kate Guillen

Connect with Kate Guillen:

Website: https://www.simplicityoperations.com/

LinkedIn: https://www.linkedin.com/in/kate-guillen-118801126

LinkedIn: https://www.linkedin.com/company/simplicity-ops/

Connect with Jeffrey Concepcion:

Website: https://www.stratoswealthpartners.com

Contact: https://www.stratoswealthpartners.com/contact

Twitter: https://twitter.com/Stratos_Wealth

Facebook: https://www.facebook.com/stratoswealthpartners

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/