Tips, tools, and resources

Easing people through paperwork

tips
Tammy Butts
"My clients are busy people, so I try to make the paperwork part as easy as possible. It shouldn’t feel like homework. It should feel like the start of something transformative."
Tammy Butts
IU-3098732(06/20)(exp.6/22)
FOR INTERNAL/FINANCIAL PROFESSIONAL USE ONLY - NOT FOR USE WITH THE PUBLIC.