choosing the right platforms in the post-rdr world

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Choosing the right platforms in the post-RDR world. Mark Polson principal, 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?. - PowerPoint PPT Presentation

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Page 1: Choosing the right platforms in the post-RDR world
Page 2: Choosing the right platforms in the post-RDR world

Choosing theright platforms in thepost-RDR worldMark Polsonprincipal, the lang cat

Page 3: Choosing the right platforms in the post-RDR world

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?

Page 4: Choosing the right platforms in the post-RDR world

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?

Page 5: Choosing the right platforms in the post-RDR world

Thanks

who: MARK POLSONe: [email protected]: 07540 452499twitter: @theactualpolsonweb: www.langcatfinancial.com

33% discount for PFS members - £100 + VATUse code PFSCAT at checkout

Page 6: Choosing the right platforms in the post-RDR world