Roll out the use of the electronic trust pack – good bye to hard packs!
Get all public ‘dealing’ staff signed off as competent with running zoom meetings.
Launch the ifa 1 webinar to increase our triage capacity
matt will show us all how to use zoom professionally (with Josh help) and show us how James Hay matches up to Transact.
Rachael will take profits for the clienst in balanced portfolio
Client account managers will analyse the first major tranche of client reassurance questionnaires.
Hopefully Gaz will update our forecast tool and provide some optimism for everyone.
paul donners will work at strengthening our ifa 1 conversions with his team