))
Tackle Data Gathering Differently with PreciseFP
Manage episode 428209378 series 2935250
Innhold levert av Osaic. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Osaic eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Special guest Nora Gallegos from PreciseFP sits with Osaic's Eric Baumgardner to discuss the powerful features of this data gathering software. PreciseFP empowers financial advisors to engage clients effortlessly, eradicating manual data entry, and enhancing day-to-day operations efficiency so that they can provide top-tier customer service, easily.
Hear about onboarding prospects, annual reviews, form libraries, risk tolerance and lead nurturing.
Visit precisefp.com and enter promo code "promoosaic" for a 10% discount.
83 episoder
Del
