Episode 3: Sharpen your tools

With new workflows in place, Matt’s next job is to put the client review process on autopilot and free up his team’s valuable time. In episode 3, Jessica Lamb of Practice Dynamix enlists Xplan’s powerful capabilities to help Twomeys become one of the 37% of advice businesses that automated the client review process.

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CPD: 7 steps to automating your client review process

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