Tackle Data Gathering Differently With PreciseFP Osaic Technology podcast

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Indhold leveret af Osaic. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Osaic eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Osaic Technology Podcast « »
Tackle Data Gathering Differently with PreciseFP

5M ago 47:27

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MP3•Episode hjem

Indhold leveret af Osaic. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Osaic eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

78 episoder

#Trading #Business #Advisorgroup #Cybersecurity #Finance #Financial #Financialadvisor #Technology #Osaic #Investing #Network #Security

Artwork

Tackle Data Gathering Differently with PreciseFP

Osaic Technology Podcast

published 5M ago

Del

MP3•Episode hjem

Indhold leveret af Osaic. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Osaic eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

78 episoder

#Trading #Business #Advisorgroup #Cybersecurity #Finance #Financial #Financialadvisor #Technology #Osaic #Investing #Network #Security

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