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PreciseFP

@precisefp

PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.

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linkhttp://www.precisefp.com calendar_today02-06-2009 14:46:14

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PreciseFP
@precisefp

7 months ago

Financial decisions are emotional, so clients aren’t just searching for someone with technical knowledge—they need someone with emotional intelligence who understands their situation. Here are some best practices to help you connect with clients. precisefp.com/blog/3-ways-to…