Looking for Support to Untangle Our Team's Processes

Good morning all!

I'm wondering if you or your team—or someone in the community—might be able to help us out. We're looking for a person or firm who can evaluate how we’re currently using our staff, review our processes and tasks, and help us figure out how to operate more efficiently.

Over the last 6-ish years, we've grown from 3 staff members to 7. Task allocation has been a “best effort” approach, but we know we can do better.

For example:Right now, we have four different staff members handling different investment servicing tasks. It's getting confusing—for the advisors, the team, and our clients.

To make matters worse, some of us use workflows, others use task/activities, and a few aren’t using the CRM for task tracking at all. (Don’t even get me started on that—maybe hearing it from someone other than me will finally make it stick!)

We’re hoping to find someone who can help us: