Your Paraplanner will love this!

This is a very simple trick that I learnt at the National Powwow.

This is a very simple tool that allows you to store a data base of documents that you might use regularly to build your suitability reports or financial plans.

This has saved me hours and I hope it will do the same for you.

I must attribute this to Matthew Clegg of Crown Wealth Management – Thanks Matthew

Click below to free up hours!

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