Check out our latest feature on the OneFPA Blog: How To Automate Your Client Journey
Written By Charesse Spiller
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Check out our latest feature on the OneFPA Blog: How To Automate Your Client Journey
December 12, 2024
Client Management, Operations, Video
Please note: This blog was originally written for the Journal of Financial Planning. Client segmentation is a process that financial advisors use to group their clients based on common characteristics.
September 12, 2024
Podcast
June 20, 2024
Podcast
In this episode, we're joined by Charesse Spiller, founder of Level Best, to explore the transformative power of operational excellence. Charesse dives deep into the principles and strategies
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