This is a personal story about helping one of our Australian Financial Adviser’s automate their client testimonials. The result: The adviser once again felt good about being an adviser and nothing promotes your business quite like a happy client singing your praises.
It was quite a meaningful experience and we are now offering this service for all advisers.
Every adviser can now expect new testimonials every quarter or after your review meetings, it’s very cool, I would love to show you.
