Tahnya Kristina, CFP, is the owner of Well Said Content. She has 15+ years of experience in the financial services and investment industries. Social media networks have become an essential tool to ...
eWeek content and product recommendations are editorially independent. We may make money when you click on links to our partners. Learn More Today: Nielsen (measurement and data analytics company) ...
Should you be Facebook friends with your clients? Absolutely. Why not? Our studies have shown five years of evidence that getting social improves the business relationship. The larger question to us ...
ClaimsPro Introduces ClaimsPro Connect – A Newly-Enhanced Claims Data & Reporting System For Clients
TORONTO, ON/AUGUST 18, 2020/insPRESS – ClaimsPro, an independent adjusting and claims management leader in North America, is pleased to announce the launch of ClaimsPro Connect—an enhanced and ...
Client View is an intuitive application within the Black Diamond® Wealth Platform that empowers advisors to manage day-to-day client communications and financial management needs. Native Black Diamond ...
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