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.
🚀 Introducing Partner Workflow Libraries! Collaborating with wealthtech partners, we've rolled out pre-built templates to streamline your key processes. Read more 👉 https://bit.ly/43TcYoO Asset-Map Holistiplan Nitrogen Simplicity Ops Smart Kx Trust & Will
that's the story of my life.
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
What's an example of how they automate the workflows? Lacey Shrum
I haven't heard of anyone ever complaining about automating their practice. Nice integrations!
work flows are the jam! make everything accountable and measurable Lacey Shrum
how cool! John Way , your clients might like to know this.
Nice work, Lacey. Making easy, easier.
Isn't it worth it to reduce stress when thinking about what you forgot to have better workflows prompted by SmartKX?
RIA Operations Expert "Opspert"/Fractional COO 🔓 "Unlocking the Power of People: A Human-Centric Approach to Operations Excellence"
8moI love putting out fires all day, every day...said no one ever 😂