AdviceTech Podcast 108 – Qwilr

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

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Podcast

AdviceTech Podcast 108 – Qwilr

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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

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AdviceTech Podcast 108 – Qwilr

Podcast

AdviceTech Podcast 108 – Qwilr

Quiz

Details

Learning Outcomes

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