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wct in Anaheim, California

7 months ago

Hey, I'm doing some research into the financial planning industry and have a few questions for anyone who wants to chime in.

What are some of the most tedious or frustrating tasks in a financial planner's business?

What manual task in your daily routine would you like to automate?

Are there some software that you use to help certain tasks but wish it were more perfect? What are somethings that would make it better?

Anything you can contribute will help and is greatly appreciated. Thanks!

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