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This week Mark and Tessa Lee, MD of MoneyInfo, dive into the topic of client portals. They discuss top tips for advisers introducing a client portal, the value of competition in technology and Tessa's biggest inspirations - in business and in rap.
This week Mark and Tessa Lee, MD of MoneyInfo, dive into the topic of client portals. They discuss top tips for advisers introducing a client portal, the value of competition in technology and Tessa's biggest inspirations - in business and in rap.