Sending a Fact Finder to a Client
Sending a fact finder is the step that moves data collection from a phone call or paper packet into...
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Empower Your Financial Planning Practice with the PreciseFP Blog
Client Service Rep Role in PreciseFP
As a client service rep, you’re usually the person keeping client records current between the advisor’s scheduled reviews, rather...
Read More »Tracking Client Form Completion
Tracking form completion is how you know whether to follow up with a client or leave the reminder system...
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