Partner Spotlight: Money Organizer Pro (Part II)


Part II of our Partner Spotlight webinar with Money Organizer Pro, More Efficient Revenue, will show advisors how to simplify the process of collecting, organizing and managing client data in just minutes. More importantly advisors will learn a cash flow management system that can help clients maximize their wealth potential as well as generate more revenue.

If you missed Part I, it's available here.

You can register for tomorrow's event using the Registration Web Link below.

Wednesday, March 12, 2014 9:00 AM - 10:00 AM PDT: Increase Efficiency and Client Experience with Redtail & Money Organizer Pro

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