Join Faith Liversedge webinar Friday 30 October – expert help on the use of client portals in your financial planning business

But it’s important to balance this with your role as a ‘human’ adviser.

Any digital upgrades you employ need to do the following:

• ·         Seamlessly integrate into your business
• ·         Offer a secure and efficient way for your clients to work with you
• ·         Differentiate your brand

So where do you turn?

Join Faith for this webinar this Friday, 30th October, at 4pm that will give you the answers. Specifically, she will be taking a look at client portals and how they can help you to:

• ·         Provide a secure, professional and seamless experience for new clients and old
• ·         Demonstrate your value
• ·         Futureproof your business

All you need to do is register your details to and you’ll get the link before Friday.

BOOK NOW