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Advisor Development Community

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I'm here to help!
Welcome to the community! Chances are you may have some questions, feel free to reach out to me or comment on this post and I will answer any questions you have.
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New comment 2d ago
0 likes • 3d
Hello Joseph! I have spearheading the implimentation of ICS at firm. Do you have any reccomendations for effective ways to track the feedback we get? I am particularly interested in tracking the ways we could improve. I want to make sure we address it internally and ultimately provide the client with a status update with changes we made as a result of their feedback.
0 likes • 2d
Thank you. That would be fantastic. I will reach out now!
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Emily Dyer-Wolfe
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5points to level up
@emily-dyer-wolfe-5358
I build comprehensive financial plans that enable clients to embrace lifes successes, challenges and changes with confidence.

Active 2d ago
Joined Oct 17, 2024
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