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Part 3: Enhance Client Communication
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Part 3: Enhance Client Communication

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In parts 1 (Building your Models) and 2 (Prospecting with Kwanti) of our Methodology series, we discussed how advisors can take advantage of Kwanti to enhance the internal functions of their firm. The last piece of the puzzle is using Kwanti to enhance your client communication. Click the PDF link below to view. 

 

  • Enance Client Communication.pdf
    500 KB Download
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