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.
Speakers include:
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.
- 03303 600 300
- www.moneyinfo.com
