SPEAKING: Jen shares how to transform your business with Process, People, and Tech at IFG’s Annual Conference
Jennifer shared the benefits and how-to’s of transforming an advisory practice into a thriving, enjoyable business with the advisory firm owners allied with IFG.
Key Take Aways were:
- Understand the roles and functions at your firm and who holds each. Then identify gaps in capacity and work overload.
- Determine what you want your client servicing process to be – is it infused with online portals and remote video meetings or face-to-face meetings and paper reports?
- Then infuse technology to free up capacity, lower the workload, produce the client servicing process you want your clients to experience
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Thanks for learning how to transform your business!
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