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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.

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.

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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

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Event hosted by Chris Baigent-Reed, Jigsaw Tree

AdviserTech LIVE Agenda V8

Download the agenda here.


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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.