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Tackle Data Gathering Differently with PreciseFP

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Manage episode 428209378 series 2935250
Content provided by Osaic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Osaic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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.

  continue reading

79 episoade

Artwork
iconDistribuie
 
Manage episode 428209378 series 2935250
Content provided by Osaic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Osaic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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.

  continue reading

79 episoade

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