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Professional Insights

Client relations soar with Broadridge

Mar 15, 2024 · 2 min read · AICPA & CIMA Insights Blog

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Your clients have personal financial planning questions on tax, estate, retirement, risk management and investment planning — finding the right resources can sometimes feel like a spelunking expedition. Easily getting the resources to your clients is another challenge. These tasks take time and shift your focus from other responsibilities.

Enter the PFP Section. Tools and resources are readily available to strengthen and streamline your work, whether your client needs advice on a new tax law, they have a retirement-specific question

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