Mastering Practice Tech Masterclass with Debbie French

For most practice owners, technology presents a challenge to be overcome.   Maybe it’s about wanting to nail your processes, but not being able to get your workflow threads set up the way you wish they could be.  

You’d love to be able to generate presentation-ready advice documents but you end up having to edit everything first.  

Perhaps the goal is email automation, but the system just won’t bend to your will.  
On a recent Leveraged Advice Firm program training session all about systems the commonly heard complaints about software came up, yet one person had a different story to tell, which is why I wanted to spend some time unpacking what allowed Rowland Financial to make their technology work FOR them.  

Apart from a commitment as a team to finding the solution, part of the reason is that Debbie French not only has been given the opportunity to apply her software skills and systems thinking but that their attitude to leveraging tech is measuredly different, resulting in some extraordinary results.  

Direct Dragan dictation of file notes directly in the CRM, automated outbound emails to book Reviews and a fully operational workflow tracking system is just the tip of the iceberg. If practice efficiency is your interest, this is a story you may want to eavesdrop on.  

Debbie and I covered:

• the specifics of what she and the team at Rowfin do differently,

• what they’ve been able to build and

• how you can change your relationship with your practice’s technology for the good.

 

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