Practice Management

Client Portal Notifications

By |2019-08-20T08:25:34+10:00July 23rd, 2019|Practice Management|

How can you give clients more access without losing control? It’s a common worry for advisers seeking to be more client-centric. It’s possible with CCUBE, a platform designed from the ground up to put the investor at the centre of the process.

Marketing to your clients

By |2019-08-18T12:04:21+10:00June 28th, 2019|Practice Management|

Leveraging old and new media - How can you stand out in the highly competitive, crowded financial planning market? How can you build your reputation and your client list? Here are 6 rules for using new digital media to still deliver personalised service.

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