BREAKAWAY STORY: Putting clients first
Putting clients first
I wanted to build a firm that was about the client, and not about what can we sell the client or
what commissions can we earn. I thought the focus should be on the client's bottom line.
-Jodi Vleck, Founder & CEO
Why Advyzon?
FAVORITE FEATURES
- CRM
- Activity screen
- Reporting
- Billing
ADVYZON ADVANTAGE
- Fully integrated
- Platform is easy to use
- Reports help manage client expectations
- Grows with my business
I’m always quick to look at performance reports...
They help me manage client expectations."
-Jodi Vleck, Founder & CEO
They help me manage client expectations."
-Jodi Vleck, Founder & CEO
Read more about Beta Wealth Group’s growth story here
