“As the firm grew from having one office in one location five years ago to having offices in eight locations across seven states, we saw the need to have a centralized space for all of our procedures where our team could go and find answers. Through Adi’s help, we were able to document our processes and procedures and have a uniform voice for all of our processes and procedures which was important to us. Without Adi’s assistance we wouldn’t have accomplished what we did” (watch the full video testimonial here: https://usewhale.io/customer-success-story/avior-wealth/)