Want a behind-the-scenes look at how to build smarter, more efficient practices?

In this exclusive Hubly User Spotlight, we're sitting down with Shannon Beahan, CFP®, AEP® to explore:

✅ The workflows she uses daily
✅ Enhancements she’s made to streamline her firm
✅ Her tech stack (and how it all fits together)
✅ Reporting tools and business insights she relies on
✅ Best practices you can apply immediately

This is your chance to learn directly from an advisor in the field who’s optimizing her processes and growing with intention.