Hey Financial Advisors and Ops Pros—still stuck in the manual grind? It’s 2025, and let’s face it: you deserve better.
How much time could you save if your clients updated their own info before your meetings? Imagine walking into every client conversation fully prepared, with the latest data at your fingertips. Stop wasting time on manual updates and let your clients do the heavy lifting—or tune in to discover how you can keep that human connection, while automating the busywork.
Watch now and learn how to implement strategies today.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Kate Guillen
Founder, Head of Strategy, Simplicity Ops
