This session will cover the main areas of the financial planning process that can be simplified and automated including:

• The Benefits of Workflow Management
• Automating client management and client reviews
• Simplify and automate the chasing of clients and client information
• Why you should automate emails and documents and the filling of all client info
• How to get more clients with Autopilot Marketing Up-Sell, Cross-Sell and Introduce a Friend campaigns.

Register for the event.