
Many of us are trying to build in efficiencies with client intake. At our firm, we’ve moved from paper forms, to fillable PDF’s and now to a...
Many of us are trying to build in efficiencies with client intake. At our firm, we’ve moved from paper forms, to fillable PDF’s and now to a...
A week ago, I received a call from a Collaborative professional in Panama City, Florida. David Smith is a financial neutral who has been trying to get the Collaborative Process going in his neck of the woods. Unfortunately, in 2018...