Many of our clients will have received an email from me outlining advice about portfolios and rebalancing holdings. I have been eager to try out some new software from infusionsoft and this was a suitable time for a first attempt. The majority of the process has worked, although I made an initial faux-pas by not correctly inserting first names, which made it look rather odd. I have already had lots of valuable feedback from clients about how to improve communication and clarify what I need. Thank you for your patience as I work with the team to get this right. I'm always looking for helpful feedback, so do get in touch if you have any furrther comments.
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