Automation isn’t about replacing people — it’s about reclaiming time, reducing burnout, and creating space for more meaningful client work. If your team is stuck in the weeds or growth is starting to feel like a burden, it might be time to rethink your processes.
In this session, we’ll break down how to use automation strategically and humanely. You’ll learn:
- How to spot the tasks that are costing your firm time, money, and energy.
- A practical framework to audit your systems and identify quick wins.
- How to implement automation without sacrificing the personal touch that sets your firm apart.
You’ll walk away with a fresh perspective — and a clear plan — to simplify operations and support sustainable growth.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Charesse Spiller
Founder and Principal Consultant, Level Best
