Coconut Software reposted this
Coconut Software is thrilled to announce a strategic relationship with LPL Financial, the nation’s largest independent broker-dealer! Our advanced scheduling solutions will now support around 1,000 LPL-affiliated institutions. Coconut will help LPL advisors enhance client interactions and streamline scheduling, saving approximately 10 minutes per meeting and boosting client engagement by 21 points. We’re excited to support advisors with innovative tools that enhance client relationships and improve operational efficiency. See the details here: https://lnkd.in/gWBCD8Mw
A big thank you to Michael Hawes, Geoffrey Griffin and Lisa Thessen,SPC, PMP, Caine Baca for their invaluable contributions in establishing this strategic partnership!