Greatest Hits Episode - Process Drives Profit with Kate Guillen – Founder and Lead Coach, Simplicity Operations Management

The impact of efficient business processes on a financial advisor’s practice and personal success is profound. And yet, many advisors do not capitalize on that opportunity due to lack of strategic direction as to which tactics will streamline and optimize operational capabilities. Get ready to move past that barrier as, in this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Kate Guillen, Founder and Lead Coach of Simplicity Operations Management, for a detailed discussion on the why and how behind creating systemic business processes to drive higher levels of practice performance.