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Case Study: We Listen Financial

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Read how Mackenzie Stuart and Jeff Stuart of We Listen Financial have incorporated SideDrawer into their practice. 

"As financial planners, we generally provide intangible services to our clients. SideDrawer is uniquely ourtangible product – something that we offer to our clients that they can actually use in their daily lives, has a branded mobile app. So when they decide to work with us, not only do they get the service, not only do they get to set up the different plans with us, but they also have that tangible product that they wouldn't have anywhere else."

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