Plum Software, Taxbriefs and Defaqto are offering a free seminar on 30 November outlining developments in the current climate for IFAs' businesses.
The focus will be on use of technology to juggle different demands, such as the need to deal with an increasing number of products on the market, while also ensuring service levels are maintained. Generating customer leads using the internet and increasing efficiencies in customer communications are also on the agenda. The agenda will be addressed in turn by each of the three companies involved. The event takes place at the Inmarsat Conference Centre in London between 9am to 1pm, followed by lunch. If you have any comments you would like to add to this story or would like to speak t...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes