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This isn’t our first time:
- I wanted someone that understood what I wanted and was able to provide a solution. Franc took the time upfront to understand what my problems were and provide a solution.
- I now have more time to spend WITH clients instead of needing more time to work ON clients
- Not just another cookie cutter advice document that presents product instead of advice. Makes it easier to scale my business.
- Franc took the time upfront to understand what my problems were and provide a solution.
- Streamlined paraplanning process, minimal rework, accuracy and compliance, increased efficiency, minimise timeframes between client discovery and advice presentation, better client outcomes.