Join PreciseFP, Advisor Digital, and several of Advisor Digital’s clients to learn how they leverage Advisor Digital’s custom configuration of PreciseFP to:
- Establish a high-quality process with prospects that differentiate them from their competition
- Support process-aligned data collection and validation to reduce NIGO while not overwhelming the prospect with the amount of information requested in any single form
- Streamline new client onboarding
- Improve the quality and efficiency of ongoing client services
- Add depth to ongoing client relationships
About Advisor Digital™ Advisor Digital provides process enablement and cloud application services for independent financial advisory firms, from consulting to application implementation and integration to ongoing configuration management. “We Focus on Your Tech so You can Focus on Your Clients.” To learn more: www.advisordigital.tech
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Dan Garrett
Co-Founder and Managing Director of Advisor Digital
