tune in now!
In this episode of The Finance Marketing Podcast, Hillary sits down with Olivia Allen, Founder and CEO of Village Financial Services, an operations consulting and Fractional CSA firm built exclusively for independent RIA advisors.
Olivia shares how the service calendar advisors proudly present to prospects relies on an operations layer working behind the scenes, and how building that layer into your CRM helps you deliver on your promises consistently as your firm grows. Tune in to learn how to turn your service calendar into a client experience that builds trust and drives referrals, how to get started with systems and processes without waiting for perfection, and how a strong operational foundation frees up the time and capacity you need to focus on growing your business.
CONNECT WITH OLIVIA:
Website: VillageFS.com
LinkedIn: Olivia Allen
Free Resources:
CSA Service Calendar
Holistiplan Implementation DIY Toolkit
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