Using Tech to Improve Client Onboarding

CE Drive with Jason Watt
19/01/2022 1h 4min Temporada 4 Episodio 11
Using Tech to Improve Client Onboarding

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Episode Synopsis

Advisor and FinTech entrepreneur Brandon Chapman joins Jason for a discussion of how Brandon built a tech tool to simplify client onboarding.
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Supplementary Materials:
MEET JANE

SaaS Wealth
AdvisorFlow
SFU Alumni Association
Communication Essentials for Financial Planners: Strategies and Techniques

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