Investment advisory firm
Blue Ocean Global Wealth specializes in ethical financial planning and wealth management advice, providing holistic plans for their clients. However, the firm faced the challenge of finding a tool that was thorough and scalable enough to deliver advice to clients from all economic backgrounds. By implementing NaviPlan® and the Presentation Module, advisors were able to cater recommendations to each prospect or client while continuing to practice transparency by showing clients how different financial scenarios compare to their current situations.
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