Video Summary
In this webinar, you'll learn how RetireFlo simplifies the process of managing your client paperwork. We'll explore RetireFlo's features including the scope of appointment, consent forms, and efficient follow-up tracking to improve client engagement and service delivery.
Timestamps
(1:35) About RetireFlo
History, service offered
(7:25) Program Details
Customized landing page, survey walkthrough, summary, reports
(23:03) Signing Up
Monthly cost, promo code, plan options
