Kevin Moran – Australian Financial Planning

Principal, Australian Financial Planning, NSW

I have found the engagement process Astute Financial Planner provides very efficient and sorts out the tyre-kickers. It made my practice easy to manage with reviews and new clients. It allowed me to cut back to three days a week while managing over 300 clients.

 

 

AstuteWheel Client Engagement Platform <i class="fas fa-phone mid-blue"></i> 02 94 533 588
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