We are inviting a select group of our former Coaching clients to preview our new software offerings. We’re launching our backstage builder – a custom CRM developed to help eliminate man-hours, streamline processes, and optimize automation. We’d love to give you the first peek behind the curtain!
We hope you can join us on Monday, October 27 at 1pm ET via Webinar.
During this presentation, we will walk through the software and explain how it supports advisors and their firms. We will discuss what the process looks like, as well as package options and pricing.
We kindly ask you to attend and share your critique of the presentation as it will help us to refine and strengthen both the platform and future presentations once we are ready to launch this to a wider audience. Your insight and experience are invaluable to us, even if you have no interest at this time.
Please RSVP at your earliest convenience. Thank you!