Caroline_Singleton
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- Caroline_Singleton
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We use primarily use OneDrive for internal documents etc.... but for client docs, we use our back office system, FinPlan. I must admit, I do think having the client files on the back office system is the best solution as everything is in one place …
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Nice to read an upbeat post about Lockdown I'm still working from home, with an odd day in the office here and there for a bit of normality. I'm looking forward to being back in the office more (at some point in the future), but I think the …
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Hi Alice I think it is very difficult (and possibly not the best route) to get into too much detail of exactly what the client is looking for at first point of contact. However, I do think it is important to establish the basics, such as: Wher…
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Hi! My view would be to get in touch with some firms now and start making contacts. Whilst this is unlikely to result in immediate opportunities under the current 'covid' situation, making yourself known to local IFAs can only be a good thing. …
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@DanAtkinsonUK said: Have a look at MoneyAlive. They have some educational box sets on this. Great! Will do. They did pop into my mind as an option when I first starting thinking about this, so I'll look into this further
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@GarethM said: The Quietroom video is good, but it really does depend what level they are at. It's quite a basic overview, but useful all the same. That said, I wasn't sure about the change in tone when it got to the financial adviser bit! …
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Cheers Jonny- I've used the SimplyBiz guide in the previous companies I've worked for, so am familiar with that. Thanks for the HL and CL ones.
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@Chris_Hindle1 said: I've had various requests for the CRP mentioned above. Apologies to those who I haven't got back to you. I've attached a copy for all to see. Please use as you see fit. Certainly not the finished article, but hopefully…