AdviceTech Podcast #27 - intelliflo
Ensombl Advice Australia
00:00
How to Get the Most Initial Value From a Tool
Be wary of any tool that doesn't want to engage in the onboarding process. Be sure they can answer where the best place to start might be for your practice. It shouldn't feel too big, it should feel like you've got a trusted guide with you. So just keep that in mind, let's demand more of them and ensure that they really are using all that insight'
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