CPD webinar: How to simplify and automate financial planning
Tuesday 3 August | 1pm-2pm | Up to 1 CPD hour
This session will cover the main areas of the financial planning process that can be simplified and automated including:
- The Benefits of Workflow Management
- Automating client management and client reviews
- Simplify and automate the chasing of clients and client information
- Why you should automate emails and documents and the filling of all client info
- How to get more clients with Autopilot Marketing Up-Sell, Cross-Sell and Introduce a Friend campaigns.
|Chapter:||Open to all FPA members|
|Venue:||Hosted on your learning portal, FPA Learn|
Complimentary for FPA members
To attend this event, please click below to book.