[Natfinwellness] Integrated Coaching Platforms

[Ashton, Bryan]

Hi all -

I hope that everyone is doing well.  Quick question - is anyone using an integrated online platform for financial coaching that includes scheduling and CRM capabilities?

Thank you -

Bryan

Bryan Ashton
Director - Student and Institutional Success
TG
Toll Free  |  (800) 252-9743, ext. 2844
Direct  |  (512) 751-4234
bryan.ashton at tgslc.org<mailto:bryan.ashton at tgslc.org>
www.TG.org<http://www.tgslc.org/>  |  www.AIE.org<http://www.aie.org/>  |

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