| As we move towards even more of a ‘remote first’ environment, the technology you use in your financial planning business is going to be crucial.
But it’s important to balance this with your role as a ‘human’ adviser. Any digital upgrades you employ need to do the following:
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:
All you need to do is register your details to and you’ll get the link before Friday. BOOK NOW
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IFAM 127 | Not if, but when | April 2024
Not if, but when… Spring finally seems to have arrived! Since our last edition, we have had the Spring Budget and the Bank of England (BoE) rate announcement to name but a few important landmarks. This has kept us, like all of you I am sure, quite busy over the last...
