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Company Name ^*

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What is the size of your firm? 👇 ^*

Sole Advisor

1-10 people

10-50 people

50+ people

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Which CRM provider do you use?

Wealthbox

Redtail

Advyzon

PractiFi

Salesforce

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Which Financial Planning Software do you use?

eMoney

RightCapital

MoneyGuidePro

Orion

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How would you like to be onboarded? 👇 ^*

Assisted by FastTrackr AI team

DIY (instructions shared via email)

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When can we meet? ^*

We will do a walkthrough and onboard you onto FastTrackr AI during the call

Scheduled 👍

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