Jessica Lamb’s Post

🚀 Automating client reviews stands out as one of the most significant efficiency gains for any advice practice.    Developed with Advisely, this Practice Dynamix guide '7 steps to automating your client review process' dives into the simple steps you can take to leverage Xplan’s automation capabilities to transform your review process and unlock your team’s full potential today.    ⬇ Download now: https://lnkd.in/gnKuSU6p

  • No alternative text description for this image
Primrose Foster

Marketing Lead | Financial Services | Technology

1mo

This is awesome!

Like
Reply
Louise P.

Absolute Wealth Advisers - Ensuring You Reach Your Goals and Retire Successfully

1mo
See more comments

To view or add a comment, sign in

Explore topics