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Financial Advisor Best Practices: Thank You for Participating in Client Survey

by Cindy Joyce | Feb 18, 2022 | Agili Personal CFOs, Agili Team Members, Uncategorized

Agili CFO, Cindy Joyce, wrote the following letter to Agili’s clients, thanking them for participating in our annual client survey. She delineates the reasons we so value our clients’ input each year — and how we put the information gleaned from the...

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