James Gift

The end result of the engagement was that we transitioned from treating our CRM like a digital rolodex, to a system that streamlines and tracks our firm’s service model. We are now much more efficient. Kate and Katherine's expertise and responsiveness was fantastic throughout the process, and they were always willing to provide an opinion, no matter what we threw out them.

 

James Gift, CFP®
Partner, Juno Financial Group

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Bill Harwood