She joined an existing firm to evolve her career and focus on clients.
My best advice
There are a variety of technologies that help make serving your clients virtually a smooth process. Online documentation services, investor portals and other tools can keep you connected 24 hours a day, seven days a week. For my clients, being able to access their accounts and reach me when they need to isn’t just convenient—it’s something they might remember when an opportunity to refer my services presents itself.
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