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Financial Advisors Automate Data Entry and Increase Capacity with P2𝘹𝘙𝘔

A P2 Automation, LLC Case Study

Preview of the Barron Financial Group Case Study

Case study describing how Barron Financial Group used P2 Automation, LLC

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Barron Financial Group

Jim Thibault

Managing Partner

P2 Automation, LLC

7 Case Studies

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