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Product Description:

Elevate your financial advisory services with the dedicated support of our Financial Planning Assistants (FPAs)

These professionals play a crucial role in optimizing your financial planning processes. From the initial setup of client files to efficient data entry, meticulous document preparation, and the management of product inquiry forms, our FPAs ensure a seamless workflow for your financial advisors and planners. With a focus on client follow-ups and database management in CRM systems, our FPAs contribute to building and maintaining strong client relationships. Trust us to enhance the efficiency of your financial planning practice, allowing your team to provide personalized and effective financial solutions.