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Digital Accountancy Show 2024

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16th & 17th April 2024, Evolution London

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You don’t know your clients as well as you could

Johnny Ridd
RQ
CEO
Paul Barnes
MAP Accounting
Managing Director
John Gaskell
ICAEW
Head of Personal Financial Planning

What if you could see a personal balance sheet for each of your clients? What if you had a live view of when they were planning on selling their business, how much for and when they wanted to retire? What if you knew which clients were at risk of dying intestate? Had an upcoming IHT liability? Those that have mortgage terms coming up for renewal?

 

👉 Orchestrate the joined up, proactive advice your clients want and deserve

👉  Capture the benefits of doing this for your practice as a business

👉  Use technology to make this scalable and integrate into your ongoing processes – without adding to your workload

April 17 @ 10:00
10:00 — 10:30 (30′)

Advisory Live

Johnny Ridd

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