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Let us highlight what happens next so you are aware.
Step 1
Your workspace
We are setting up your workspace. You will get an email with your credentials. Keep an eye out, you will get a few emails.
Not Sending a Meeting Agenda Is Costing Your Financial Advisory Practice
Step 2
Schedule Your Onboarding
Please take a moment and schedule your onboarding.
Step 3
Agenda or Summary Templates
If you have existing templates, please email it to us at
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