Customer Stories
Mad about life Case Study
Jodie Douglas, Founder of a relatively young advice practice, ‘Mad About Life', recently sat down with us to tell us how she has successfully built a thriving practice, by shifting her traditional commission-based risk-insurance business, to an even more profitable and scalable one, using a holistic-based approach.
Through applying Moneysoft’s solutions, Jodie has built trust with her clients, providing an even stronger service and value proposition to them– one that keeps her clients engaged and they are willing to pay for.
“I don’t think we’ve had any client that’s on Moneysoft leave us. The clients that have left us have been the risk only clients – they’re not really engaged.”
