411: The Part Most Advisors Skip Before They Automate a Workflow

Automation doesn’t fix a bad process—it just helps you do a bad process faster. Yet too often, financial advisors jump straight to the technology: building CRM workflows, connecting Zapier, creating AI assistants, and automating email sequences before they’ve clearly defined what the process is actually supposed to accomplish. In this episode, I’m breaking down why automation should come at the end of process building, not the beginning, and the six steps you need to take before handing anyth...