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Adrian Patty – Learn how to create a great digital fact finding experience

Adrian Patty
CTO at Advice Revolution and XY Adviser

Adrian Patty – Learn how to create a great digital fact finding experience

Adrian is an expert in digital fact finding, and is going to share all the tricks of how to do it well for yourself in this virtual hands-on workshop. You’ll come out of this session understanding how to design your own and remove the pain from capturing client information. And for those who are well versed in this space already, he’ll also delve into more advanced methods that can be applied to nail the client experience.

8 months ago

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