Recorded Monday 15th November 2021
myprosperity is reimagining how households engage with their trusted advisers. Head of Wealth, KK and National Training Manager, Karen Kairouz explore Rooms; a place where advisers can collaborate directly with clients and get the job done all in one place.
Key topics include:
★ Why collaboration is the future of financial advice
★ How Rooms can transform your client experience
★ Top uses for Rooms for Advisers
★ Top time-saving features in Rooms including; Digital Forms, Digital Signatures, Tasks, Reminders and To-Do's
★ How to obtain and exchange information with clients securely, quickly and efficiently in Rooms