dela.dzadey's avatar
dela.dzadey
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2 years ago

Hi Jessica, I'd love to hear how a practice can best ensure workflow progress and client communications are shared across the team in an efficient manner. Essentially how does the left hand know what the right hand is doing? 

Do you also have any tips for how this solution can apply when using outsourced solutions? We try to fit into a practices existing processes (as outsourced paraplanners), but it can be hard when their communication is already disjointed.

Thanks!

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