Presented by Charesse Spiller, Founder of Level Best and Creator of FinOps Co-op®
You know you need automation, but where do you start without making a mess of your client experience? This session breaks it down step-by-step. We’ll walk through how to audit your current process, spot the best places to automate, and implement changes that actually stick. Whether you’re a solo advisor or managing a team, you’ll leave with practical ways to streamline workflows, save time, and still deliver a personalized touch.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Charesse Spiller
Founder and Principal Consultant, Level Best
