Tired of the endless back-and-forth emails, fillable PDFs, and the inefficiency of rekeying data into multiple systems? It’s time to streamline your client onboarding and servicing process. Join XYPN member Laura Rotter as she walks you through her proven method of using PreciseFP to transform how she manages client relationships.
In this session, Laura will cover:
- How to eliminate tedious tasks and save valuable time
- Strategies for accelerating client onboarding without losing the personal touch
- Tips to stop wasting precious meeting minutes gathering data so you can focus on what truly matters for your clients
- How to automate key processes and free up time for higher-value client interactions
Ready to shave hours off your work week and take your client onboarding to the next level? Don’t miss this opportunity to enhance your practice. Watch the replay at the link above!
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Laura Rotter, CFA, MBA, CFP™
Founder, True Abundance Advisors
