Advising clients remotely has fast become the new norm in lockdown. But being unable to connect face-to-face remains a challenge for us all right now. How do you continue to demonstrate the value you add, as an advice firm, for clients?
Studies have shown that while we may have saved time on commuting in lockdown, we are, on average, logging longer hours working from home. How do you make time back?
By adopting Dynamic Planner, you can work quickly in one financial planning system. And compliantly, using a single definition of risk for regularly reviewing the risk profile of a client and their portfolio, in line with MiFID II.
Join our special webinar on Thursday 25 February and learn how Dynamic Planner can help your firm.