Fireside Chat with Kai Bogdanovich, Financial Connections

December 29, 2021

Talk to a Workflow Expert

Having a productive and efficient operations team has a huge impact the success of your firm. That's why Hubly's Co-Founders, Louis Retief and Ron Gorodetsky, sat down with Kai Bogdanovich, Operations Manager at Financial Connections to chat operations. As a financial paraplanner qualified professional, Kai has a deep understanding of the role operations plays in effectively supporting financial planning and investment processes. During this fireside chat we will talk with Kai about how she uses Hubly workflows to fine tune how her team works collaboratively together and see a live demo of her Investment Management and New Financial Planning Client Onboarding workflows.

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"Our workflows are more efficient because of Hubly, and dare I say fun!"
-Vincent R. Barbera, Newbridge Wealth Management