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Automate all the damn paperwork.
Im pretty good at paperwork and this would be awesome
Shut out compliance. 🤣
A bullshit detector would be nice. That way, when they talk to the unlicensed EIA-only person, guy selling hot investments out of the trunk of their car or basically anyone looking to screw them over, I don't have to talk them off the ledge.
Contact Managemt that would automate a call list so i call clients every 90 days. Any ideas?
Anyone have a clue how to do this on Smartstation?
Make all Rich people’s phones automatically call my office line
Magically whisk me and my clients to an ria overnight with the push of a button.
This button exists! Make the leap!
Get 4 assistants hired and have them willing to work for me for free