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AdviserTech LIVE! 2021: A new adviser mindset -- News Post Image

AdviserTech LIVE! 2021: 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.

Sign up for one of our upcoming webinars to learn how to select and implement the right technologies designed to meet the challenges of the 21st century adviser.

Tuesday 1st June, 10:00 - 11:30

    Thursday 3rd June, 10:00 - 11:30

    Wednesday 9th June, 14:30 - 16:00

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    Download the agenda here.

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    AdviserTech LIVE Agenda V7

    Download the agenda here.

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    Speakers include: 

    moneyinfo | Sim Sangha 

    • How to engage the most important person in your business, your client!

    threesixty Services | Russell Facer

    • Understanding your needs, so that you can help others with theirs

    Clever Adviser | George Cliff 

    • How technology can drive better investment outcomes

    AdviserStream | Rebecca McMurry

    • The adviser's guide to supercharging your marketing

    PLOTT Creative | Anna Plotnek

    • (Digital) Branding – the mask or the ventilator?

    intelliflo Planning | Rob Tedder 

    • Unleash the power of cashflow modelling. Bring your advice to life with minimal effort but maximum impact.


    Download the agenda here.


    Event hosted by Chris Baigent-Reed, Jigsaw Tree


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    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.