This week I’ve got a special guest blogger talking about the changes they made to their tech stack, and how it’s dramatically improved both the client experience and speed of engagement.
Displaying 5 Posts categorized under Behind the Business
Behind the Business- BlueSKY Chartered Finanical Planners
This week I take a look behind the scenes at one of my current clients, BlueSKY Chartered Financial Planning.
Behind the Business: Bridge Investments
Bridge Investments, based in Edinburgh, are a fantastic husband-and-wife team running a brilliant and growing Financial Planning business. Angus and …
Behind the Business: Holland Hahn & Wills
Holland Hahn & Wills, based in Hampton Wick, are a Financial Planning business that are really finding success and going …
Behind the Business: Fortitude Financial Planning
Fortitude Financial Planning, based in Northants, are a brilliant financial planning business. I use the word ‘business’ rather than ‘firm’ …