Blueleaf Wealth Blog Moving to a new platform

Last Updated on December 4, 2024 by John Prendergast Hi there, We are moving to a new platform today. It’s still us but, with content even more focused on helping you improve your client experience. Our commitment going forward is to deliver tips to improve your client experience that take less than 60 seconds a week. The newsletter will be delivered every Thursday.… The post Moving to a new platform first appeared on The Augmented Advisor.