Phil Ralli believes a high level of platform proficiency is a must for everyone working at advice firms. And he's here to help raise standards…
Imagine the scene as a young, but enthusiastic, platform man tries to convince you to use his wares. "Here at [insert platform name] we want you to get the best from using our platform. "We think it's really important to ensure that your advisers, paraplanners and administrators can all use the platform to drive optimal operating efficiency for your business. "And to demonstrate our commitment to help you achieve this, we give you...
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