Kellie Hosch
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Becca Sarratt and
Kathy Beers are now friends 9 years ago -
Becca Sarratt and
Janice Bordelon are now friends 9 years ago -
Melissa McCune and
Jason Slininger are now friends 9 years, 1 month ago
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Becca Sarratt and
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Lisa Turner and
Lisa Valentine are now friends 9 years, 1 month ago
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Becca Sarratt and
Bettina Adams are now friends 9 years, 1 month ago
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Becca Sarratt replied to the topic Advisory Fee Benchmark in the forum Reporting 9 years, 2 months ago
I’m working with our Trends team to find out if those are filters that can be added and what it would take. I’ve also asked about your fee % question. I will follow up via email.
Regarding Ascent, I see you’re already invited to the Reporting trail. I did go ahead and send you an invite to the Reporting Expert trail as…[Read more]
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Becca Sarratt and
Eric Addison are now friends 9 years, 2 months ago
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Becca Sarratt and
Dan Ciurej are now friends 9 years, 2 months ago
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Becca Sarratt and
Matt Henry are now friends 9 years, 2 months ago -
Becca Sarratt and
Alexa Hansen are now friends 9 years, 2 months ago
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Becca Sarratt and
Hayden Byrd are now friends 9 years, 2 months ago
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Becca Sarratt and
Cody Norton are now friends 9 years, 3 months ago
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Becca Sarratt and
Greg Elliott are now friends 9 years, 3 months ago -
Lisa Turner and
Haley Knapp are now friends 9 years, 3 months ago
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Melissa McCune and
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Becca Sarratt started the topic Webinar Wednesday! 6/7/2017 in the forum Reporting 9 years, 4 months ago
Join us today at 1:30 PM CST to get an in-depth overview of the Orion Report Builder tool and learn how you can use this application to create quality reports for your clients.
What are some of your favorite sub-reports in the Report Builder app?
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Becca Sarratt started the topic Webinar Wednesday! 6/7/2017 in the forum Reporting 9 years, 4 months ago
Join us today to get an in-depth overview of the Orion Report Builder tool and learn how you can use this application to create quality reports for your clients.
What are some of your favorite sub-reports in the Report Builder app?
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Becca Sarratt and
Andrew Temple are now friends 9 years, 4 months ago
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Becca Sarratt and
Bob Schneeweis are now friends 9 years, 4 months ago
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