Lacey Shrum’s Post

View profile for Lacey Shrum, graphic

Accelerating Revenue, and Scaling Growth for RIA Firms | Founder, Smart Kx 👩🏻💻

Who is a big fan of scrambling around last minute for a required task? 😵 😵 😵 Rather than a calendar block or worse yet... a "don't let me forget about..." why not access streamlined, professionally built and complimentary workflows? Super excited that Smart Kx is part of Wealthbox's recent rollout... Workflow Libraries! This means that Wealthbox users get direct access to simple, easy to access workflows direct from their integral tech partners. At Smart Kx, we worked directly with Stephanie D. to build customized workflows for Smart Kx users to help prepare for upcoming billing to ensure they can collect revenue quickly and easily. Eliminate last minute stress, get paid faster. Win win.

Jacqueline Benjamin Hatherley

RIA Operations Expert "Opspert"/Fractional COO 🔓 "Unlocking the Power of People: A Human-Centric Approach to Operations Excellence"

8mo

I love putting out fires all day, every day...said no one ever 😂

Kirk Chisholm

I Help Investors Protect Their Wealth From Inflation, Retire Well & Make Life Better. Message To Learn More | Wealth Manager | Self Directed IRA & 401k | Alternative Investments | Podcast Host | Financial Advisor Mentor

8mo

that's the story of my life.

Dr. Donald Moine

Donald Moine, Ph.D., Industrial and Organizational Psychologist specializing in Sales, Marketing, Financial Services and Business Funding. Executive Coach. International Consultant. Speaker. Author.

8mo

Lacey Shrum Templates for success work! Whether they are templates for the initial presentation or templates for any other process in the running of a financial planning business, if the template is based upon what top advisory firms do and if the template is followed, the advisory firm will be come more successful. Dr. Donald Moine Sales and Marketing Psychologist

Sara Grillo, CFA

Bringing transparency 🔍 and logic to financial advisor marketing

8mo

What's an example of how they automate the workflows? Lacey Shrum

Boston Cardinal

Guide For Financial Advisors Seeking To Change Firms & Marketing Resource For Launching Their Practice (763) 228-1385

8mo

I haven't heard of anyone ever complaining about automating their practice. Nice integrations!

Christopher Holtby

Growing advisor’s fee revenue * A trust company designed for wealth advisors * responsive trustee services * easy to work with * collaborative

8mo

work flows are the jam! make everything accountable and measurable Lacey Shrum

Catherine Brown

Super Connector* Referral Group Builder* Business Development Expert* Created the Good Humans Growth Network™ *Teaching you to sell more w/out sleaze or cheese* B2B Referral Trainer

8mo

how cool! John Way , your clients might like to know this.

Scott MacKillop

Strategic Advisor, GeoWealth, LLC.

8mo

Nice work, Lacey. Making easy, easier.

Richard Chen

Seasoned RIA Attorney focused on compliance, M&A and business contracts that’s served hundreds of advisors to give them peace of mind | I’m totally blind

8mo

Isn't it worth it to reduce stress when thinking about what you forgot to have better workflows prompted by SmartKX?

See more comments

To view or add a comment, sign in

Explore topics