Newsletter August 24
The August 2024 edition of the moneyinfo newsletter is ready and waiting for you. Fill your boots with the latest exciting updates from across the business here at moneyinfo HQ over the past month.
Please click the links to jump straight to the content:
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Back to school online training sessions
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Sign up now: Regional User Groups
➔ AdviserTech LIVE 11 – Register Now!
➔ Adviser 3.0 (Timeline) Webinar Recording
➔ Tessa Lee to Join Judging Panel for the 2025 Professional Adviser Awards
Back to school online training sessions | Back to the top
It's September, which usually means back to school — but that's not just for the kids, it's for you too!
We're introducing our Back to School Interactive Training Sessions, and there's a chance to win an Amazon gift voucher for £25. Watch the video where Katy, our training expert will explain how to enter.
Join us for our Back to School drop-in webinar lessons on Wed 25th & Thurs 26th and Fri 27th September. With 13 webinars over the three days on a range of topics, register now for your place. Don't be late for class!
Sign up now: Regional User Groups |
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This is a unique opportunity for our users across the UK to connect, share experiences, and provide valuable feedback directly to us. These events are designed to foster collaboration and ensure that we continue to meet your needs effectively.
We will be hosting these sessions in key locations, including London, Manchester, Henley-in-Arden, and Bristol, with the possibility of more locations based on client interest.
Details for each location and date are now available, so secure your spot today with the links below.
If you have any questions or suggestions, please don’t hesitate to reach out to us. We look forward to seeing you there!
Bristol: Register here
Henley-in-Arden: Register here
London: Register here
Manchester: Register here
AdviserTech LIVE 11 – Register Now! |
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Don’t miss AdviserTech LIVE 11: From Digital Marketing to Digital Servicing, our upcoming webinar that will teach you how to utilise cutting-edge digital strategies to enhance client engagement and boost your businesses profitability.
Taking place on Thursday, October 10th, 2024, from 10:00 to 11:00 via Microsoft Teams, this event will delve into the key differences between digital marketing and digital servicing. You’ll learn how to move essential processes into a digital space, leveraging mobile apps and client portals to deliver a game-changing client experience.
Join industry experts, including Nick from GrowthProvision and moneyinfo’s Managing Director Tessa Lee, as they share insights on attracting clients through magnetic digital marketing strategies and enhancing client interactions through seamless digital servicing.
We’re excited to show you how these two elements can work together to help your firm attract and retain more clients, more profitably.
Don't miss out—register now to secure your place!
Adviser 3.0 (Timeline) Webinar Recording |
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Our recent webinar feature delivered by moneyinfo MD Tessa Lee and hosted by Adviser 3.0 (Timeline), "From Dinosaurs to Digital Relationship Management," offered a deep dive into the evolution of client-facing technology. The full recording is available to watch on-demand below.
In this insightful session, Tessa took participants on a fascinating journey from the early days of static valuations to the advanced digital solutions that are transforming the industry today. The webinar explored how technological advancements and regulatory changes have significantly reshaped how wealth managers and financial advisers manage client relationships.
Designed for ambitious and forward-thinking professionals, the session highlighted the critical role technology plays in driving efficiency and profitability. Tessa also discussed how adopting the right tools is essential for engaging and retaining the next generation of clients. Attendees gained a comprehensive understanding of the digital landscape's transformation over the past decade and a glimpse into the future of digital relationship management.
Watch the recording now and equip yourself with invaluable insights
Tessa Lee to Join Judging Panel for the 2025 Professional Adviser Awards |
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We are delighted to share that Tessa Lee, Managing Director of moneyinfo, has been invited to join the prestigious judging panel for the 2025 Professional Adviser Awards. This invitation further solidifies Tessa’s reputation as a leading authority in the financial advice and wealth management industry.
The Professional Adviser Awards are highly respected in our sector, recognising excellence and innovation across 20 different adviser categories. As a member of the judging panel, Tessa will be contributing her extensive expertise to help identify and celebrate the most outstanding advisers and firms in the UK.
The judging process will involve a thorough review of shortlisted entries throughout November, followed by collaborative discussions with fellow judges to determine the winners. The judging panel will convene virtually in early January to finalise their decisions.
The winners will be revealed at a black-tie gala dinner in London on 19 March 2025, where Tessa will be in attendance to honour the achievements of the best in the industry.
We are incredibly proud of Tessa’s continued contributions to the field and look forward to the insights she will bring to the judging process.
Stay tuned for more updates as the awards approach!
