Just an update Monday 9th June. This week's headlines:
Smartr365 Selective Fact Find Competition! Within Smartr365 you are able to invite your client to the client portal, and save a significant amount of time pre appointment, by getting your client to complete a fact find. Best of all, the power is in your hands as to how much of this your client completes using Smartr365’s “selective factfind” feature. To encourage as much take up of this powerful feature as possible – here is your chance to WIN! Every month during June, July & August our top 3 Advisers by volume of factfinds sent in the portal will win a Prezzee Gift Card (100’s of retailers to choose from!)