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

I
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:

  • ·         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

 

Kindly sponsored by: Moneyinfo

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