choosing the right platforms in the post-rdr world
Post on 10-Feb-2016
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Choosing theright platforms in thepost-RDR worldMark Polsonprincipal, the lang cat
Topic 1 - it’s beauty parade time…
The beauty parade team from XYZ Wrap are in your offices. Their
shoes are shined and their smiles are white. What are the 5 most
important things you want to ask them?
What are the questions you wish you’d asked your current platform
provider, if you have one?
Topic 2 – know thyself…What function does a platform play in your business? Is that optimal?
How do you keep control of all the technologies you use? Do they fit
together?
What are the most important factors in your practice for the
successful adoption of a platform?
Thanks
who: MARK POLSONe: mark@langcatfinancial.comt: 07540 452499twitter: @theactualpolsonweb: www.langcatfinancial.com
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