How one adviser uses a client portal to service over 250 wholistic advice clients Claim your CPD CPD Questionnaire John Hill CPD Questionnaire First Name(Required)Last Name(Required)Email(Required) What did John use to capture data ahead of his initial client meeting? (saving 25 minutes of meeting time)(Required) Paper mini fact find Digital mini fact find Email to client Quick phone call or virtual meeting What are the benefits of good quality data integration between technologies?(Required) Makes life easier for clients Helps with establishing an offshore team Removes the need for other technologies Saves time, avoids errors and stops moving work from one person to another. What was John’s advice to get started with using new technology in your practice?(Required) Just get started Don’t bother trying Play golf instead Wait until it gets better How do client portals reduce cyber security risks for your business and your clients?(Required) Move data to the cloud It’s more secure than paper bound It reduces the client data being communicated by email Save you re-entering data What was John’s client feedback on using a client portal?(Required) John’s clients don’t have smartphones They prefer lots of emails and attached documents They prefer paper and snail mail It’s easy to use This field is hidden when viewing the formNumber
