Video | Building a process-driven practice with NaviPlan

October 5, 2018 by Kelton Corcoran

about the author:

Kelton Corcoran

Content marketing specialist

Kelton Corcoran is a content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 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: