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5
Joe Moss
Feb 8 in
Sales - CONVERT
Prepare investment proposals FAST with Advisor Core
One of my past ideas was about dividing your tech stack up into divisions like you do with a EOS Accountability Chart
Attract
Convert
Deliver
Collect
I'm interested what tools you're using for "Conversion" or Sales Enablement as
@Michael Kitces
calls it.
Advisor Core by YourStake
Nitrogen
VRGL Wealth
Elements
Other - Comment below
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Prepare investment proposals FAST with Advisor Core
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