Struggling to strike a balance between working in the business and working on the business?

Hubly spends much of their time sharing knowledge and best practices around managing your client-facing tasks. However, they often get asked “What about all of the other tasks that go into running my business?”

During this workshop, Ron Gorodetsky, Co-founder and COO of Hubly, will help you establish a frameworks for tracking your non client-facing tasks — or what we call your "Ops Workflows". Ron will review common Workflow types and walk you through setting up Task Reminders and Workflow Rules to help you stay on track, and on top, of these important to do’s.

This webinar is ideal both advisors and operations staff to attend.