Picture this: You’re doing very well in your career, efficiently juggling your daily tasks only to keep your clients super happy, you have their birthday’s noted in your dairy, and you never forget to wish them on their anniversaries. You’re the first person the client thinks of before investing in their financial future. That's Vivian for you!

She’s an outstanding financial advisor with more than ten years of experience, truly an industry expert. A go-to-person, who specializes in high-stakes decisions.

Does that imply her professional life is free from challenges? Nah!

Silently but ceaselessly, she is wrestling with the idea - how to maintain those connections with clients in a way that felt personal as well as effortless. She often found herself thinking, “There’s got to be an easier way to do this!”.

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The pressure was intense!

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Vivian’s clients wanted to touch base during the times when she herself was in the middle of rowing process, such as - choosing loan options, tweaking investment plans, sealing the deal on major agreements.

Emails and phone calls were just not enough to meet her clients' expectations. Delays crept in, leaving her clients frustrated and costing her opportunities she couldn’t afford to miss. On top of that, everyone preferred instant, personalized responses on their mobile devices. Vivian was on the brink of burnout just trying to keep up!

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But then everything changed, coming up soon, how did Vivian win them back?

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