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SIMPLE
COMPLEX
WEALTH MGMT
Three or less retirement accounts
Multiple financial instruments, often with >$5M in assets
SALES
APPROACH
SOFTWARE
WHAT
WORKS
WELL
SOLUTION
PROBLEM
WEALTH MGMT
Reporting progress on personal goals
Automated reporting consolidating all assets
Quarterly or monthly update meetings
Family Office Resource Group (FORG), FinHubPro
Improved client satisfaction with less team member work
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