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Join us for a transformative Masterclass designed to revolutionize your financial advice processes. Led by Jessica Lamb from Practice Dynamix, an expert in XPLAN integration and business optimisation, this intensive program will elevate your practice to new heights of efficiency and effectiveness.
Over the course of three days, we will delve deep into your workflow, leveraging the power of XPLAN and other technology suites to enhance marketing, client interaction, workflow management, and data mining of client opportunities.
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