Streamline Tasks and Boost Team Collaboration for Precise, Efficient Goals

Financial advisors—especially those within solo advisory firms—juggle a lot of balls!

It takes time, talent, and a whole lotta energy to keep them all in the air, and oftentimes it’s a total unorganized mess! Nothing would feel better than to get ALL. THE. THINGS. organized once and for all!

In this week’s episode, host Libby Greiwe chats with Lauren Hong, founder of Out & About Communications, about using platforms to streamline tasks and enhance team collaboration so you can achieve business goals with precision and efficiency.

Hong details the many benefits of using project management tools, including:

  • Project Management vs Task Management
  • Avoiding recurring mistakes
  • Automating workflows
  • When and when not to use your CRM
  • Maintaining a comprehensive log of activities

If your goal is to create an organized, efficient, and enjoyable business environment, take a listen to this week’s episode for practical organizational tips that will help your business soar to the next level!

Related: Do I Need to Wine and Dine My Best Clients? My Unpopular Opinion