Tech Tuesdays: At the Masterclasses we have showcased a number of providers that you can use in your business for efficiency and engagement. If you would like to learn more about these providers, tune into a series of Webinars specifically for Centrepoint advisers.
Live Preso – Interactive Reviews
Live Preso takes the data from XPlan to create an online review and RoA that is an interactive way to engage with your clients. Enhance your efficiency by joining on 27 August 2024 at 2:00 pm AEST.
Click here to watch the recording.
Event Details
Date:
Aug 27 to Aug 27 2024
Type: Virtual