TvH Financial Case Study Staying Ahead of the Curve with Jim Lao and TvH Financial sidedrawer.comIntroduction Industry: Retirement Planning, Financial Planning Jim Lao at TvH Financial has always been a technology enthusiast. He’s always been on the lookout for ways to improve various processes for his firm in order to provide a better customer experience. An industry veteran with over 30 years of experience, Jim knows that if you’re not staying relevant, you run the risk of being left behind by clients that are looking for a more streamlined and secure relationship. Jim and the clients of TvH were delighted by how much easier it was to work together when using SideDrawer, compared to the company’s previous way of doing business. SideDrawer Case Study - TvH Financial 2The Challenge

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