Using Tech to Improve Client Onboarding
Jan 19, 2022•1 hr 5 min•Season 4Ep. 11
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Episode description
Advisor and FinTech entrepreneur Brandon Chapman joins Jason for a discussion of how Brandon built a tech tool to simplify client onboarding.
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Supplementary Materials:
MEET JANE
Communication Essentials for Financial Planners: Strategies and Techniques
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