Client Data: Difference Between Good and Great [37:12]


In today’s world, data and your ability to gather and organize it are the cornerstones for developing and maintaining exceptional client relationships. Information is invaluable, and serves as a guidepost for meaningful client conversations, reaching a deeper understanding of your client’s financial goals and objectives, and delivering customized financial planning and wealth management services.

How do you efficiently collect and memorialize data so that you can maximize the value you bring to the table in all client-advisor relationships and business-building efforts? Watch this recorded webinar featuring integration partners such as Precise FP, FMG Suite, and Advizr.

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