Insignis Cash, along with PIMFA will be hosting a webinar on the cash management industry and how it can help Financial Planners grow their business and service offering to their clients.
Hear Paul Richards, Chairman of Insignis Cash and Abigail Manley, Head of Products and Partnerships discuss a range of cash solutions that financial advisors can provide clients who want to receive more interest and benefit from their savings.
In particular, we will be highlighting how advisors can:
• Build their client base by offering another service without any extra work
• Leverage tools to see a holistic portfolio of your clients’ cash position in order to service them more effectively.
When: 4th December at 10am