Client 4 Life

I had a desperate
May 11, 2017
After 11 years
May 11, 2017

Client 4 Life

Client 4 Life began by taking me step-by-step through training and ongoing support, and they restructured my business model from the ground up.  From designating and training of our staff in their specifically designated roles, to the model day and week of the Advisor, to the goal setting and tracking of those goals, I can see the bigger picture in attaining the maximum potential as a highly successful planner.

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admin
Client 4 Life Website Admin. Helping Financial Advisors be more efficient in operations.
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