The Secret to Scaling a Consistent Client Experience

December 29, 2021

Talk to a Workflow Expert

Originally presented at Alliance of Comprehensive Planners (ACP) 2020 Virtual Conference, this presentation focuses on financial advisor workflow best practices surrounding three key areas to help you increase your firm’s efficiency. The three key areas are; client onboarding workflows, ongoing review workflows, and client project workflows.

More Videos

Automating Your Client Prospecting Funnel
Fireside Chat with Kai Bogdanovich, Financial Connections
Why Scaling Your Firm Has More to do with Your Back Office Than you Think

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