burder menu bar burder menu bar burder menu bar burder menu bar burder menu bar burder menu bar
book a demo here
Book a demo

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.

divider 2 1200x70 divider 2 1200x70

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

divider 2 1200x70 divider 2 1200x70

Event hosted by Chris Baigent-Reed, Jigsaw Tree

AdviserTech LIVE Agenda V8

Download the agenda here .

divider 2 1200x70 divider 2 1200x70

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.