MyPath - 'My Advisor'

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  • Опубликовано: 10 сен 2024
  • 📣 Exciting MyPath Update! 📣
    Discover the new My Advisor tab on your MyPath dashboard! This powerful tool enhances how we collaborate with our clients on goal planning, investment monitoring, and financial tracking. This tab is your go-to spot to stay connected with us, access important links, and easily schedule meetings!
    Watch this video for a quick tour!
    The clients featured in this video are entirely fictitious and are used solely for training purposes.
    #MyPath #FinancialPlanning #StayConnected

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