Video | Building a process-driven practice with NaviPlan

January 14, 2019 by Kelton Corcoran

About the author

Kelton Corcoran

Senior content marketing specialist

Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.

Eliminating inefficient financial planning processes with technology

Firms of all size across the globe often struggle with inefficient processes, which can cause many other problems throughout the organization. Among the most common are wasted time, reduced revenue, and squandered profits.

In this video, senior partner experience manager Tony Velasquez discusses how to identify and improve inefficient processes in your firm.

Check out the full video below:

To learn how to eliminate inefficiencies that may be hurting your business by developing a process-driven practice, click here.