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After all, if your services include coordination with their estateplanning, insurance, and more, you need to have a secure way they can share that data with you. The Federal Emergency Management Agency has a comprehensive list your clients may find useful in deciding what to put in their vault. Sources: 1.
Additionally, it also helps clientsmanage their money better. Help the elderly with estateplanningEstateplanning is an integral component of financial advice for seniors. can take advantage of a situation and misuse the client’sestate. Children, grandchildren, spouses, ex-spouses, etc.,
Technology can also enhance client engagement by using tools like client portals and e-signature software to streamline communications. How Harness Helps Automate Your Work To start, the Harness Client Portal is our proprietary platform for clientcommunication and engagement management.
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