How one adviser uses a client portal to service over 250 wholistic advice clients

CPD Questionnaire

John Hill CPD Questionnaire

What did John use to capture data ahead of his initial client meeting? (saving 25 minutes of meeting time)(Required)
What are the benefits of good quality data integration between technologies?(Required)
What was John’s advice to get started with using new technology in your practice?(Required)
How do client portals reduce cyber security risks for your business and your clients?(Required)
What was John’s client feedback on using a client portal?(Required)
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