I'm Kim Payne, Advisely client expert

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Thank you for creating this platform I am interested in keeping up to date with new efficiencies that are available within the advice space. Question, will this forum be made available via an App? I ...

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The four verses of the client experience mantra

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I'm Kim Payne, Advisely client expert

Let’s cut down the inefficiencies that take valuable time away from client relationships.

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