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Boost your productivity with smart technology: secrets of the productive adviser
Imagine focusing 100% on your client engagement and having an automatic file note appear in your CRM within minutes of concluding the conversation. In this webinar we explore and demonstrate smart technology options that make a meaningful difference to a financial adviser in their typical working environment. Upgrade and form habits that utilise new communication technologies in order to significantly lift your client experience, productivity and compliance simultaneously. Record-keeping based on real conversations is the most accurate and efficient approach. Automate your digital client engagement platform, freeing you up to spend more time on what you enjoy the most and do best.

Avanser: By registering for this webinar presented by Avanser you will be subscribed to Avanser marketing communications. Please note you may opt out of these communications at any time in the future. For any questions please contact events@afa.asn.au

Aug 18, 2020 11:00 AM in Canberra, Melbourne, Sydney

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Speakers

Anthony Hamilton
National Sales Manager @AVANSER
Anthony has over 21 years of experience in digital solutions, having worked in Telstra, as a founding team member of ReachLocal (Google’s largest global digital partner), and as a strategic Google Technology Partner.