How to Automate Your Client Journey

When:  Apr 8, 2020 from 3:00 PM to 4:00 PM (ET)
The April 2020 Business Success Knowledge Circle will be held on Wednesday, April 8th at 3 pm ET.

Guest speaker Charesse Hagan will be presenting, "How to Automate Your Client Journey."

As an adviser and a business owner, automation is one of the best ways for you to streamline your work and create a scalable practice. Automation can take a significant weight off your shoulders by:

  • Saving time
  • Helping with quality control
  • Reducing the stress that comes with figuring out what’s next
  • Setting expectations for your client services
  • Providing clarity to you and your team
  • Increasing productivity

Unfortunately, it’s not always easy for advisers to start automating their businesses—there are so many automation options out there, and it’s easy to get overwhelmed or not follow through. That’s why I’ve put together this guide that outlines how to get started and find automation success.

Charesse Hagan is an operations consultant who works exclusively with financial planners. Charesse proactively engages with each firm to analyze their current processes/FinTech, create new systems, and implement them so they can seamlessly scale their business.

Her experience working with multiple firms across the United States has shown her the ins-and-outs of what makes a financial planning firm successful while drawing key knowledge from three core areas: the financial planning process, the client experience, and technology integrations.

Charesse has been invited and spoken at XYPN LIVE, FPA, and TD Ameritrade National LINC conferences and has been featured on various FPA Activate and TD Ameritrade publications. She has recently joined FPA's Coaches Corner as the FinTech and Operations Coach.


Online Instructions:
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