AdviceTech Podcast 108 – Qwilr

Produced By: Ensombl

Earn 0.60 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.60 CPD Pts

Complete the quiz to earn 0.60 CPD Points

Quiz

Podcast

AdviceTech Podcast 108 – Qwilr

Quiz

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Details

In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach compared to traditional PDF and PowerPoint-based solutions, with a focus on enhancing the client experience and improving the efficiency of the sales and advisory process.

Accreditation Points Allocation:

0.30 Technical Competence

0.10 Client Care and Practice

0.10 Regulatory Compliance and Consumer Protection

0.10 Professionalism and Ethics

Total CPD Points: 0.60

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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AdviceTech Podcast 108 – Qwilr

Podcast

AdviceTech Podcast 108 – Qwilr

Quiz

Details

Learning Outcomes

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