Practical Application of Office Procedures through Redtail Workflows with Kate Guillen [43:13]


Join us for this informational session led by industry consultant Kate Guillen! Kate is the founder of Simplicity Operations Management; a business operations consulting company that partners with advisory firms to build scalable practices. This webinar will share best practices for applying Redtail workflows from Kate’s knowledgeable experience. Using Redtail’s sample workflows, after this session you will have the tools to begin implementing or enhancing your firm’s use of the CRM for more efficient client servicing and office management.


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