dela.dzadey
Advisely Board
Advisely BoardHow do you ensure a consistent client experience?
In follow up to my article No adviser is an island, I'd love to know what practices are doing to keep the client experience front of mind for everyone in the team?
How do you ensure the clients rec...
deborah.kentAdvisely Board
Advisely Boardhey jenny.brown good answer I havent used snapshot before so we will look at this
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