4.2K
Downloads
40
Episodes
The monthly podcast brought to you by moneyinfo, the client portal & mobile app supplier for financial advisers and wealth managers. The AdviserTech show is designed to help address the challenges of the 21st century adviser. Each month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space. If you have any suggestions for future episodes or general feedback, get in touch with us by email at support@moneyinfo.com, or tweet us @moneyinfotech .
Episodes
Friday Sep 10, 2021
Friday Sep 10, 2021
In the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks to Chris Baigent-Reed, Founder and Director of Jigsaw Tree.
Chris discusses the do's and don'ts of changing CRM providers and the important factors to consider when doing so.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.