How to choose the right digital tools to speed up your advice delivery
Receive 1 CPD point
In this webinar, Damon will show you:
- The different options for digitising your client experience
- Why DIY with tech isn’t always the best option
- How to select and bring together the right tools for your clients and business
- The real benefits to your client experience and team of using a client portal
- How to take clients and your team ‘on the journey’ to better use tech
- Practical and implementable lessons from a tech-savvy adviser
Date: 20th October
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