Did you know SEM has 3 different ways to use our risk questionnaire? This short webinar briefly walks through each, including a brand new tool that will make opening accounts with SEM even more efficient.
June 02, 2021
After many months of revisions, we have finally finished developing "phase one" of our new risk questionnaire. Check it out: https://risk.semwealth.com
If you're interested, we just finished a short webinar on what this risk questionnaire is, why it exists, and how to use it:
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