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In this episode, Operations Director Susan Lafferty from Lomond Wealth chats to our host Lou Wallis about what appealed to them most about moneyinfo when they decided to partner with us.
Susan discusses how Lomond Wealth clients have very successfully made the transition from email to in-app communications.
In this episode, Operations Director Susan Lafferty from Lomond Wealth chats to our host Lou Wallis about what appealed to them most about moneyinfo when they decided to partner with us.
Susan discusses how Lomond Wealth clients have very successfully made the transition from email to in-app communications.