Using technology to help with the advice process

The advice process is a minefield to navigate. So how do you wrangle this monstrosity?

Being an adviser and running an advice practice has been the biggest learning experience of my life. What I have realised though, is that requirements put on an adviser are pretty damn unreasonable. It’s impossible for one system or one person to deliver a great advice experience.

So you start from a point where the breadth of client information to capture and digest is huge, the you add more people into the mix and then compliance rules change on you. Even with the amount of work I’ve done to close these gaps, I’m still not satisfied. Humans still do too much lifting in the advice process. Continue reading

 

Join the Revolution

I’m ready to save time and improve compliance
Scroll to Top