CASE STUDY Mindset Consulting 04-20 1 Published By Mindset Consulting CASE STUDY | FINANCIAL/WEALTH MANAGEMENTCASE STUDY Mindset Consulting 04-20 2 “MAXIMIZER CRM LIVE IS TRULY THE ENGINE OF MINDSET CONSULTING – IT DRIVES EVERYTHING WE DO AND ENABLES US TO DELIVER ON PROVIDING HIGH AND CONSISTENT LEVELS OF SERVICE TO OUR CLIENTS.” Sherri Ostropolski Co-Owner and Business Advisor Mindset Consulting • Schedule updates and back-ups

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