Are Inefficient Processes Costing Your Firm?

Thursday, Jul 11, 2024 at 2:00 PM ET

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Inefficiencies can significantly hinder your firm’s success, costing both time and money. Optimizing your processes is crucial for boosting productivity and achieving sustainable growth. Join PreciseFP and Wealthbox for an insightful webinar where we delve into the true costs of inefficiencies in your firm and provide actionable strategies to overcome them. Learn how optimizing your business operations and CRM can significantly improve your bottom line. 

This webinar will cover:

  1. Recognizing the signs that your firm is running inefficiently.
  2. Identifying the most common mistakes practices make.
  3. Implementing best practices for discovering inefficiencies and rectifying them.
  4. How PreciseFP can assist in streamlining your processes.
  5. How Wealthbox helps maximize scalability and efficiency throughout the client journey.


Nora Gallegos

Financial Planning Thought Leader


Chris Kopanski

Sr. Product Specialist