Client Stories

Barbara | Wealth Advisor Veteran

Barbara quickly saw the value of leafplanner and the contextual advantage it can offer not only HNW families such as her clients but also industry veterans such as herself and her family. 

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Harry | Chairman, Real Estate Company

It became immediately clear, as we began the process of gathering information, that Harry was, in fact, extremely organized. However, that organization lived in Harry’s own head, files, and computer in a way that only Harry truly understood.

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