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The Rise of Automated Workflows in Financial Advisory Practices: Why Developing a “Starbucks” Client Experience is the Key to Sustainability, Profitability and Growth

   Fox Financial Planning Network |   Free |   2012 |

The industry report highlights the urgency facing advisors to systematize their practices through automated workflows to create a consistent and outstanding client experience.

Topics covered:
  • Personal financial planning: Technical: Practice management & professional standards, Intermediate