A 1-minute watch.
George Cliff is the pre-sales technical manager for Clever Adviser, a cloud-based adviser technology business that helps makes fund switching investment decisions. Ahead of his full interview, he answers a quick-fire question round on the benefits his firm provides advisers, key lessons learned, and summing-up Clever Adviser in one sentence.
For more on practice development, we had Nucleus Illuminate’s Natalie Holt in to chat through ‘content’ and what makes it engaging.
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