Legal Client Intake Software
Legal Client Intake Software
Jul 11, 2024
mycase.com
How To Create a Client Intake Form [+Examples & Best Practices]
How To Create a Client Intake Form [+Examples & Best Practices]
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What to Ask a Financial Advisor: 11 Crucial Questions
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approachfp.com
Ever wonder what to say when you meet a client for the first time? You want to sound confident, but inside—you’re nervous. You want to make a good impression, but don’t know how to start the conversation right. That was me too. So I asked myself a wild question... “What if I could build an AI Clone that role-plays with me and predicts what my potential client might say?” Because the truth is…⏱️ We only have 7 seconds to create trust. That first impression matters. After years of testing and trai
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7 Questions to Ask a Financial Advisor in Your First Meeting
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