Our Remote World — Your Firm's Biggest Opportunity for Growth

December 29, 2021

Talk to a Workflow Expert

Originally presented at the FPA of Colorado 2021 Practice Management Bootcamp, this presentation focuses on workflow best practices surrounding three key areas to help financial advisors increase their firm’s efficiency and capitalize on the opportunities of our new remote world. Hubly Co-Founder and CEO, Louis Retief, explores the best practices that the team at Hubly has observed having remotely helped dozens of firms increase their efficiency to serve more clients and get back their time.

More Videos

Best Practices for Meeting Prep and Follow-ups for Client Check-ins
How Does Hubly Help with Employee Onboarding?
Prevent Internal Tasks From Falling Through The Cracks

Ready to discover a
better way to work?

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