Have you ever started working on a client file just to realize you don't have all the information you need?
Streamlining your intake process is important for a financial advisory firm because it can help you work more effectively, improve accuracy, enhance the client experience, and increase efficiency.
We've broken down the intake process into three simple steps: Collect, Save, Process.
This guide was created for Financial Advisory Firms looking to optimize their business and save 10 hours per week! Throughout it, we will share tips on how to improve your process and why it's important.
We've broken down the intake process into three simple steps: Collect, Save, Process.
This guide was created for Financial Advisory Firms looking to optimize their business and save 10 hours per week! Throughout it, we will share tips on how to improve your process and why it's important.
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