Скачать или смотреть A Journey Toward Better Client Service

In this video, learn how Senior Director Noah Jacobson leverages Choreo to better serve his stakeholders.

Jacobson pinpoints three key ways Choreo has made a difference for his clients, including:

● Amplified culture through a nationwide network of advisors

● More robust technology and cybersecurity with a fully dedicated team

● Enhanced services, such as tax planning

In sum, Choreo has given Jacobson’s entire team more time to do what they love: deliver exceptional financial planning services to their clients.

Click play to hear about Jacobson’s experience with Choreo, or explore the links below to learn more.

#advisortech #clientservice #financialplanning

www.choreoadvisors.com