• Data Collection Disaster for Financial Professionals

  • Sep 4 2024
  • Length: 18 mins
  • Podcast

Data Collection Disaster for Financial Professionals

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  • Summary

  • In this episode Sheldon & Seun discuss how financial professionals can speed up and simplify the client data collection process for both parties and what are the obstacles that advisors face when trying to collect all the financial data they need.


    https://financevillage.ca/


    Connect with Sheldon:

    linkedin.com/in/sheldon-brow


    Connect with Seun:

    linkedin.com/in/seunadeyemi
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