Insights + blog.
Client Check-ins During a Crisis - Downloadable Guide
As Sam discussed in Episode 21, it’s important that during times of a pandemic, and any type of crisis for that matter whether it be economic, bushfires or something personal, we are offering support to our clients also.
As proactive advisors this will help us to be on the front foot of situations impacting our clients as well as help maintain and strengthen our relationships.
Job Workflow Blueprint - Downloadable Guide
Revolutionise the way your firm processes jobs. The Job Workflow Blueprint helps to provide guidance and a helicopter view around the compliance workflow that occurs on a client job from start to finish.