Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...
Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...
LOS ANGELES, July 20, 2023 /PRNewswire/ -- PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial (LPLA). More ...
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