How one adviser uses a client portal to service over 250 wholistic advice clients
Receive 1 CPD point
In this webinar, John will show you:
- How to better structure your team and workflow to scale an adviser’s value
- How to leverage your team’s time more effectively
- How to overcome your own limiting beliefs around tech adoption
- How using more advice tech has improved the client experience
- How tech has ACTUALLY saved him time and made his business better
Date: 21st September
Time: 12:00 pm AEST
About Advice Revolution
We provide advice businesses with insanely simple fact-finding and client engagement tools that help streamline and scale advice businesses, and improve the client experience.
With a market-leading XPLAN integration, we have helped advice businesses from over 30 licensees to reduce the time and cost of delivering financial services by allowing client data to flow freely between their business systems.
For more information about us, head to advicerevolution.com.au