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LIP (Advisor (CRM (technology) (Simplify compliance, Lower wait time),…
LIP
Advisor
CRM (technology)
Simplify compliance
Lower wait time
Training
Variety of products
Client
Family Friendly
Branding
Target Market
Client
Family
Investors
Advisor
More training
New technology
Colour (Gold, Platinum, Black, White)
Elegant
Bold
Warm
Wealth