Stop Wasting 10+ Hours a Week on Client Followups. Do THIS Instead! | Wealthbox + Zapier Automation скачать в хорошем качестве

Stop Wasting 10+ Hours a Week on Client Followups. Do THIS Instead! | Wealthbox + Zapier Automation

Financial Advisors are losing 10 to 15 hours every single week chasing client followups. That is over a quarter of your workweek spent sending scattered emails after annual reviews, tax planning meetings, and quick checkins. You are doing it during lunch between meetings and even at the end of the day. There is a better way. ✅⚡️ In this video Jeff from Advisor Tech Partners shows you exactly how to automate your followup process using Wealthbox and Zapier. You will see how to cut your followup time down to just 2 to 5 hours per week while still delivering a personalized client experience. This is not generic automation. This is a practical step by step workflow that you can copy today to reclaim your time. Learn how to stop the time drain and start building a smarter advisory business with automated followups that work for you. Make your move! 👇 📅 Schedule an Introductory Call: https://app.greminders.com/t/2c5bbdd2... ⚡️Get your Free Zapier Template here: https://www.advisortechpartners.com/z... 📥 Download the CRM Mastery Guide here: https://www.advisortechpartners.com/f... All Services & Pricing👇 👉 CRM Efficiency Scorecard https://www.advisortechpartners.com/c... 👉 CRM Customizations Setup https://www.advisortechpartners.com/c... 👉 Zapier Consulting for Financial Advisors https://www.advisortechpartners.com/z... 👉 Workflow Consulting for Financial Advisors https://www.advisortechpartners.com/w... 👉 Service Model Automation https://www.advisortechpartners.com/s... 👉 Ongoing Automation & CRM Plans https://www.advisortechpartners.com/o... Contact us: Website: https://www.advisortechpartners.com/ Email us: Team@AdvisorTechPartners.com Follow Advisor Tech Partners on LinkedIn:   / advisor-tech-partners