VoiceNotes goes live with Adviser LifeTalk – September, 2018

VoiceNotes & Adviser LifeTalk - September, 2018 VoiceNotes – you won’t believe how much time this simple solution is saving many IFAs, financial planners and paraplanners… How many hours a week do you spend on client meeting notes, engagement and recommendation letters, file notes, checking typos in reports and newsletters, entering client data [...]

VoiceNotes goes live with Adviser LifeTalk – September, 2018 2018-10-10T09:18:59+00:00