Innovating in client education

Octo Members
2 July 2021
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A 20-minute view.

In another of our Festival of Innovation interviews we are really pleased to have Ian Beestin of Money Alive talking how they are going about innovating the client education challenge and helping advisers with this huge task.

Genuinely different, episodic or box-set content that is engaging, relevant and educational is a difficult task to take on but Ian and his co-founders certainly seem to be hitting the mark.

 

From scams to employee benefits to pension transfer issues the variety and scope of their videos continues to grow and is winning awards and plaudits for its originality and breadth of use.

We would also like to take this opportunity to congratulate the Money Alive team on their recent award for Best Technology Provider at the Professional Adviser Awards.

#innovation #foinnovation #elearning #clienteducation

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