Oct '23 • AdvisorTech
Show clients where they are in the financial planning process...
I met with an advisor today that is looking for a solution for clients to see where they are in the process / what topics have been covered, like a digital roadmap. Has anyone seen something like this?
Also for the purpose of showing clients your work, showing your value...
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Show clients where they are in the financial planning process...
skool.com/ria-os
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