John Hendry, OwnerParaclete Life Planning
Use CasesClient pitches, Social media, etc.
In the competitive sphere of financial services, John Hendry’s presentations had to be top-notch. Being the owner of Paraclete Life Planning, a reputable financial advisory firm, John’s focus was on establishing trust and clarity with potential clients. Before Twodart, he faced numerous challenges:
Twodart’s introduction into John’s workflow was a breath of fresh air:
The shift to Twodart had a transformative impact on Paraclete Life Planning’s presentations: