You work hard to support your clients.
Meridian supports you with a customizable strategy dashboard to ensure you deliver the
best advice/strategies at the right time to bolster client relationships.
๐๐ฅ๐ข๐ฆ๐ข๐ง๐๐ญ๐ ๐ฎ๐ง๐๐๐ซ๐ญ๐๐ข๐ง๐ญ๐ฒ ๐๐ง๐ ๐ฌ๐จ๐ฅ๐ข๐๐ข๐๐ฒ ๐ซ๐๐ฅ๐๐ญ๐ข๐จ๐ง๐ฌ๐ก๐ข๐ฉ๐ฌ:
โข Have all known client info at your fingertips at all times
โข Have your favorite strategies in front of you
โข Show clients you care and take your relationships seriously
๐๐๐ซ๐ข๐๐ข๐๐ง ๐ฌ๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ๐ฌ ๐ฒ๐จ๐ฎ ๐ญ๐จ:
โขMake better, informed decisions with all pertinent information at your fingertips
โขConfidently give advice & propose strategies specific to your clients needs based on information
youโve previously gathered
โขNever miss new opportunities to grow revenue, increase client loyalty & gain introductions to others
that need your service
๐๐๐ ๐
๐๐๐๐๐๐๐:
โข100% customizable to you & your process
โขFully downloaded with proven strategies used by a 25 year veteran advisor
โขTake notes directly in the app and easily find them at the touch of a screen
๐๐๐ ๐๐ ๐๐๐๐: copy and paste into your web browser:
APP STORE: https://apps.apple.com/us/app/id1485780523
GOOGLE PLAY: https://play.google.com/store/apps/details?id=thinc.meridian.app&hl=en_US