Not Documented, Not Done
Podcast |
The Perfect RIA
Media Type |
audio
Categories Via RSS |
Business
Business News
Investing
News
Publication Date |
Apr 04, 2024
Episode Duration |
00:36:57

In this episode, Jamie Shilanski dives deep into the critical role of documentation in the success of any business. Drawing from the experience of Shilanski Associates, Jamie showcases the transformative power of comprehensive CRM systems like Infinity and outlines the SOAP method for effective note-taking. By implementing effective documentation practices and leveraging advanced CRM systems, businesses can enhance efficiency, mitigate risks, and elevate client service standards.

Not Documented, Not Done

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