A 1 minute watch.
Ian Beestin is co-founder of Money Alive, a technology firm that helps advisers explain all-too important pension topics to their clients through accredited videos, providing check-points and audit trails that can help deal with any potential future complaints as well as due diligence for PII policies.
Next week we have Ian explaining in much greater depth how Money Alive helps advisers navigate their clients through tricky topics in the latest of our Octo Podcast series. Paul Miles was last-up, giving advice on how advisers can better their back-office.
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Software is key to better client outcomes and profitability
23 August 2021