Testimonials | Advyzon
Hear from our clients why Advyzon is right for advisors.

BREAKAWAY STORY: Putting clients first

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Jodi

Putting clients first

I wanted to build a firm that was about the client, and not about what can we sell the client or what commissions can we earn. I thought the focus should be on the client's bottom line.

-Jodi Vleck, Founder & CEO

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growth story
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Read more about Beta Wealth Group’s growth story here