How Streamlined Operations Become Your Biggest Marketing Advantage with Kristen Mueller

Written By Hillary Gale

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In this episode of The Finance Marketing Podcast, Hillary sits down with Kristen Mueller, founder and CEO of Birch River Financial, to explore how streamlined back-office operations can actually become your biggest marketing advantage.

Kristen shares her 20+ years of experience helping advisors escape administrative overwhelm and transform their practices from operationally chaotic to efficiently scalable. From client onboarding nightmares to CRM implementation struggles, Kristen provides practical insights on how the right operational foundation enables advisors to focus on what really drives growth: building relationships, serving clients, and marketing their expertise.

Tune in to discover how getting your back-office right isn't just about efficiency—it's about creating the capacity and client experience that fuels sustainable business growth.

Connect with Kristen:

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Hillary Gale https://www.galecreativeagency.com
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