|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.