Sticking to the Process · RIA Operators

Sticking to the Process

As we grow as a team, and are adding new relationships we struggle with getting people to follow the processes we've created within Redtail. We have done a lot of work to put together template tasks and workflows to help create the steps to ensure clients get the necessary communication and service they expect. Have others had this issue, and how did you get the team back on track?

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