💼 Discover Smarter Funding Solutions for Your Clients with Swoop. “I help clients get their finances straight, understand their numbers, and alleviate stress and worry,” says Lara Manton MICB, founder of LJM Bookkeeping. When funding needs arose, Lara found herself stuck in time-consuming conversations with lenders—until she partnered with Swoop. “It was immediately a relief to have a trusted partner in funding. Being able to access help through the Slack chat is just one example of how easy it is to contact a great team. It means that I can offer clients a lot of extra service without having to take all that time scoping out work. Clients don’t have to go back to their accountant, I can just help them directly with Swoop and I know that they’ll be in good hands” Interested in hearing more about Lara’s experience with Swoop? Read the full case study here 👉 https://lnkd.in/dqk-bpec 💡 Have clients who need funding or savings? Let’s team up to find the right solution! Already on Swoop? Don’t forget to add them to the portal. Not yet signed up? Book an advisor demo here 👉https://lnkd.in/d9UX75N8 #SwoopForAdvisors #FundingSolutions #ClientSupport
