I will be speaking to the PFS/CII Ipswich branch about how we use technology at The Investment Coach on Tuesday 20th October.
Andrew will share his opinion on the best-of-breed technology. He will give examples of how technology can be tailored for financial advisers and importantly, how you might fill the gaps and/or completely replace the standard off-the-shelf IFA systems that are currently available.
I very much look forward to demonstrating how we operate day-to-day. If you're reading this after the workshop, thanks for stopping by and be sure to subscribe!