26 June 2024
New Broker Academy 2024
The Adviser’s New Broker Academy is designed to equip new-to-industry and prospective brokers with the tools needed...
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There is a smarter way
It’s remarkable the value that well-constructed structure charts can convey.
Needless to say the key is to be able to produce these diagrams quickly and consistently.
Scott Charlton, director of Slipstream Coaching and long term business coach to both accountants and financial planners, recommends Vizulate™, our Excel-based solution developed in conjunction with a highly respected accounting firm.
To try Vizulate™ for free, Click Here.