If you haven't already discovered the power of an automated client questionnaire, don't miss this opportunity to learn more about the PreciseFP — Redtail integration. We will show you how to WOW! your clients with leading-edge client-facing technology while allowing your firm to get out of the data-entry business forever.
- Registration Web Link: https://www2.gotomeeting.com/register/685865594
- Webinar ID: 685-865-594