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Choosing the right platforms in the post-RDR world

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?.

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Choosing the right platforms in the post-RDR world

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  1. Choosing theright platforms in thepost-RDR world • Mark Polson principal, the lang cat

  2. 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?

  3. 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?

  4. Thanks who: MARK POLSONe: mark@langcatfinancial.comt: 07540 452499twitter: @theactualpolsonweb: www.langcatfinancial.com 33% discount for PFS members - £100 + VAT Use code PFSCAT at checkout

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