I had a desperate

From my personal
May 11, 2017
Client 4 Life
May 11, 2017

I had a desperate

I had a desperate need for a structured system that would go beyond good record keeping of client communication and processing of new business.  Implementation of such a program I found to be near impossible on my own.  Client 4 Life offered the missing ingredient in providing the fully implemented structure.

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