AdviserTech LIVE! 2021.06 - A new adviser mindset
Digital can transform the way you do business, you’ve probably already taken many of the difficult steps with video conferencing, document sharing, and e-signatures. However, there are many more efficiencies to be gained through selecting market-leading technology partners.
Watch our webinar from June 2021 to learn how to select and implement the right technologies designed to meet the challenges of the 21st century adviser.
Introduction | 00:00
moneyinfo | Sim Sangha | 06:48
- How to engage the most important person in your business, your client!
threesixty Services | Russell Facer | 18:53
- Understanding your needs, so that you can help others with theirs
Clever Adviser | George Cliff | 34:05
- How technology can drive better investment outcomes
AdvisorStream | Rebecca McMurry | 43:03
- The adviser's guide to supercharging your marketing
PLOTT Creative | Anna Plotnek | 53:40
- (Digital) Branding – the mask or the ventilator?
intelliflo Planning | Rob Tedder | 01:04:44
- Unleash the power of cashflow modelling. Bring your advice to life with minimal effort but maximum impact.
Q&A Session & Close | 01:37:10
Event hosted by Chris Baigent-Reed, Jigsaw Tree
Download the agenda here .
If you would like to find out more about moneyinfo, please give us a call on 03303 600300 or click here to organise a discovery call.
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