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Optimizing Workflow: Key to Successful Client Relationships

April 25 @ 12:00 pm - 2:00 pm

Success in firm management is often directly impacted by the quality of client relationships. Great client management, in turn, is often a result of great workflow.

A firm that gets workflow right has a higher chance of aligning its clients to its processes and seeing success. 

Oftentimes, firms want their clients to do the right thing — respond to requests on time, send files to the right places, pay well and on time, etc. But without the right workflow in place, this will be difficult.

In this webinar, Dawn will show you how to optimize your firm’s workflow and build successful client relationships so you can have the peace of mind you need to scale your firm.


FinancialCents Webinar


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