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Systematizing A Firm-Wide Planning Process By Leveraging Centralized Teams And A Ticketing Workflow System

Erika Wood Financial Advisor Success podcast
#FASuccess Ep 415: Systematizing A Firm-Wide Planning Process By Leveraging Centralized Teams And A Ticketing Workflow System, With Erika Wood

Leveraging a centralized financial planning and service teams to systematize a firm-wide planning process and serve $600M AUM private wealth client base.