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Financial Services Sales Objection

We're in the middle of transitioning to a new RIA platform — can't add tools during a transition.

3 responses
probe
Thanks

"What's the transition timeline, and what's the new RIA platform? I want to know if our integration works natively with it."

anchor
Thanks

"Transitions are actually the best time to add complementary tools — you're already in change mode, the team is adapting, and you can build new habits alongside the new platform."

validate
Thanks

"Understood — I don't want to add complexity during a transition. Let me connect with your team after the cutover. What's the expected completion date? I'll follow up right after."

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