Advisors juggle numerous tasks, from serving clients to staying on top of industry trends and regulations. With so many demands on their time, it’s crucial to find ways to automate as much as possible. Not sure where to start with automation? Here are six tasks advisors can automate: 1. Gathering Client Information 2. Filling and Managing Documents 3. Scheduling Appointments 4. Marketing and Social Media 5. Cultivating Leads 6. Risk Profiling Read more in our recent blog. https://lnkd.in/gmGW2znD
