Allegis Financial Planner – “My experience with eFileCabinet has been nothing but wonderful”

HD Vest recommends that its advisors use eFileCabinet as the a document management system to keep track of client files and other critical business documents.

In this video Joseph Hancock, an HD Vest advisor, explains why he is excited about using eFileCabinet and why is suggests that other HD Vest associates also use eFileCabinet for document management.

By | 2016-12-15T12:00:17+00:00 July 13th, 2015|
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