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Tackle Data Gathering Differently with PreciseFP
Manage episode 428209378 series 2935250
Kandungan disediakan oleh Osaic. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Osaic atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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.
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