If you weren’t around for the live stream, watch our webinar (below), where we talk through how financial advice and planning firms can adapt to working from home by digitising key processes.
We were joined by FP Advance founder Brett Davidson, who has been helping IFAs to improve their processes for over a decade.
Some of the things we covered were:
- Live poll on digital adoption
- An overview of Advicefront and how to use the platform
- Setting-up agreements
- Inviting, adding and onboarding new clients
- Reviewing clients
- Your fact-find – how to collect information
- Getting paid faster with GoCardless and Advicefront
- Exporting fact-find data to CashCalc, Voyant and Intelligent Office
- What Advicefront is testing and what’s definitely coming next.