Adviser Practice Management Systems – who’s who, old and new
A practice management system, used effectively, should be the core operating system for a modern...
Read MorePosted by Ian McKenna | Aug 11, 2020 | Investment, Mortgage Practice Management Systems, Wealth Practice Management Systems |
A practice management system, used effectively, should be the core operating system for a modern...
Read MorePosted by Ian McKenna | Jul 30, 2020 | Cash Flow Modelling, Financial Planning, Investment |
When selecting any software for an adviser business it is essential to have a clear understanding...
Read MorePosted by Ian McKenna | Mar 31, 2020 | Virtual Meetings |
Reducing the cost of travel How much does the monthly licence cost compare with the cost of...
Read MorePosted by Ian McKenna | Mar 31, 2020 | Virtual Meetings |
A few simple steps can help your meetings run better, especially if you are using virtual meetings...
Read MorePosted by Ian McKenna | Mar 24, 2020 | Virtual Meetings |
The main players: Website: gotomeeting.com Plan options: Professional, Business or Enterprise Maximum number of participants: between 150 – 3,000 depending on the plan selected Pricing: from £9.50/month (correct as at March...
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