True Potential recently received the following review from noted industry commentator Mark Loosmore from AT8. If you haven’t seen it already here it is below:
Professional Adviser
Mark Loosmore
AT8’s Mark Loosmore begins a series of reviews of practice management systems. This week he discovers a portal with potential.
We use the term ‘practice management’ to describe [...]
It is with great pleasure that I can now share our plans for a London office with you all.
Based in 42-44 Grosvenor Gardens, the office is based in the central London Victoria area and will be available to use free of charge for all of our True Potential users.
As you can hopefully see from the [...]
IFAOnline.co.uk
Daniel Harrison, senior partner at True Potential, says advisers are moving from national and network propositions to become directly authorised. And he thinks he knows why…
Applications for direct authorisation with the FSA are soaring. Why? In a word: control. Who controls the client? Although this will differ from one company to [...]
Money Marketing
Gregor Watt
A senior partner at True Potential learnt the business working with his father, IFA stalwart David Harrison, and believes advisers can use technology to continue to serve clients across the wealth spectrum after the RDR Interview by Gregor Watt.
At only 29 years old, True Potential senior partner Daniel Harrison [...]
True Potential are always looking at different ways to train our current users. One of our key challenges is to ensure that users continue to take advantage of our new developments and another challenge is simply delivering ‘refresher’ training. Since last year we have been doing this via daily webinar sessions – where a particular [...]
It’s a new year with new opportunities for all so the team at True Potential have decided to take to the road again with a series of seminars to be held in February. Following on from the success of our 2009 seminars the team will be travelling throughout the UK demonstrating our technology live and [...]
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