206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen---------------------------------LINKS FROM THIS EPISODERegister for the Systems to Scale Group Coaching Program HereLearn More About Simplicity Ops HereBrowse Simplicity Ops’ Resources HereTalk to Kate HereGrab Your AI Notetaking Free Trial and 10% Discount HereRegister for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.