GR_Special Report

7 Reasons Why You Need a Digital Advice Process

Wednesday 19th of July 2023

The time and effort required to set up a digital advice process can often be seen as a barrier to implementation, but the benefits advisers and clients will see far outweigh any setup costs.

Here are 7 reasons why you need a digital advice process:

1.Convenience

Convenience is an enormous benefit of going digital. Being able to email a client an online f...

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