Inside this Issue: 3 September 2019
10 Things To Do
AdviserLogic Mobile – a creative way for Advisers to work.
Creating file notes on the go can save you time!
This issue, Efficient Office takes a look at utilising Segmentation Reporting and how to data-mine your client base.
Product Spotlight: eLearning
What you need to know to get the most out of using AdviserLogic.
Plus many more areas of interest – click below to read this issue of theLogic.
FROM THE DESK
OF THE CEO
No matter how you pronounce it, FASEA education obligations have been significantly deferred for existing advisers! That’s marvellous news and I tip my hat to those that lobbied for this change. While most of us agree that higher education standards are generally a good thing, the very tight original timelines were not.
by Daniel Gara
I’ve run live myDataLogic demonstrations with a whole bunch of advisers in the last month. Excitingly, the feedback has been universally positive! We are making a few more enhancements to it pre-launch to ensure it is easy for you to manage and for your clients to understand. We expect it to be widely available this month.
That’s all for now. Have a great week ahead!
Click below to access this weeks edition of theLogic newsletter