25GC-20V: Mastering TikTok Marketing, AI and Automation to Streamline Client Onboarding and Drive Growth

Learn how to attract high-quality leads through TikTok, screen prospects effectively and automate client data collection, payments and document uploads before the first meeting. In addition to providing steps to enhance your client journey, Kane demonstrates how he uses AI-powered notetaking to drastically reduce compliance time, saving five to eight hours per week. - Aaron Kane, B Bus, AFA