How technology can save advisers time and money
22/04/2020While the core job of an adviser remains face-to-face advice, it can be challenging to focus on financial planning when there are many onerous tasks surrounding it, from compliance and regulation, to effective communication, policy selection, retention and onboarding, from compliance and regulation, to effective communication, policy selection, retention and onboarding., from compliance and regulation, to effective communication, policy selection, retention and onboarding.
