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The monthly podcast brought to you by moneyinfo, the client portal & mobile app supplier for financial advisers and wealth managers. The AdviserTech show is designed to help address the challenges of the 21st century adviser. Each month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space. If you have any suggestions for future episodes or general feedback, get in touch with us by email at support@moneyinfo.com, or tweet us @moneyinfotech .
Episodes
Thursday Feb 10, 2022
Ep 14: If you build it, they will come...
Thursday Feb 10, 2022
Thursday Feb 10, 2022
In the next episode of AdviserTech Unplugged, Founder of Octo Members wealth management community, Lee Robertson chats to our host Sim Sangha about his reasons for creating an online community for advisers to share ideas and experiences.
Lee explains why it is so important for advisers to develop relationships with their industry peers, test ideas, challenge each other, and learn collaboratively in a safe collegial space.
Lee chats about his career, the Octo community, lessons learned, and the massive value of mentors and mentees.
Friday Jan 28, 2022
Ep 13: Helping firms move to a 9 day working fortnight
Friday Jan 28, 2022
Friday Jan 28, 2022
In this episode, Operations Director Susan Lafferty from Lomond Wealth chats to our host Lou Wallis about what appealed to them most about moneyinfo when they decided to partner with us.
Susan discusses how Lomond Wealth clients have very successfully made the transition from email to in-app communications.
Susan explains that having a digital service channel that allows them to stay in contact with clients remotely has given Lomond Wealth the confidence as a business to move to a 9-day working fortnight without having to worry about how they can continue to offer an exceptional client experience.
Friday Jan 14, 2022
Ep 12: GIRL POWER! Meet the ladies that make moneyinfo great
Friday Jan 14, 2022
Friday Jan 14, 2022
GIRL POWER! Discover what makes the female members of the moneyinfo crew tick. Hear more about what it's like to work in a fast-growing fintech firm, and learn about what motivates us to work hard to deliver an exceptional client experience, alongside our industry leading client portal technology.
Discover how different career paths have led members of our team to join moneyinfo from a range of backgrounds, what their average day can look like, and what they love most about being part of the moneyinfo crew!
Wednesday Dec 15, 2021
Ep11: Becoming a tech company in the finance world
Wednesday Dec 15, 2021
Wednesday Dec 15, 2021
Friday Dec 03, 2021
Ep10: The future of advice technologies
Friday Dec 03, 2021
Friday Dec 03, 2021
Dan and Tess discuss how past technology systems have been built on the assumption that the world is not going to change but moving forward, technology providers will sort themselves into 2 groups; those who are adapting, and those who have pivoted into a future where the adviser in control.
Friday Nov 19, 2021
Ep 9: Engage, Educate, Empower - the secret to adviser content marketing
Friday Nov 19, 2021
Friday Nov 19, 2021
In the next episode of AdviserTech Unplugged, moneyinfo's Martha Bowen speaks with Rebecca McMurry, Manager of Enterprise at AdvisorStream.
Martha and Rebecca discuss the secrets to effective content marketing by keeping your digital presence front of mind and keeping content regularly flowing in order to build trust and credibility with clients and prospects.
Friday Nov 05, 2021
Ep8: What it means to be ”data driven”
Friday Nov 05, 2021
Friday Nov 05, 2021
In the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks with Carla Langley from Progeny Group.
Carla discusses what it means to be "data driven". Instead of making assumptions about your business and clients, it's important to start to place business decisions, strategy, and output on real, tangible data.
Saturday Oct 23, 2021
Ep7: How NextGen Planners are supporting a movement of new-age firms
Saturday Oct 23, 2021
Saturday Oct 23, 2021
In the next episode of AdviserTech Unplugged, moneyinfo's Sim Sangha speaks with Rohan Sivajoti, Founder of NextGen Planners.
Rohan and Sim chat about how NextGen is supporting a movement of new-age firms to put the client at the centre of the advice process.
Friday Oct 08, 2021
Ep6: The future of IFAs and DFMs
Friday Oct 08, 2021
Friday Oct 08, 2021
In the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks Robert Clark from RC Brown Investment Management.
In this episode, Robert discusses the future of IFAs and DFMs and how technology can help firms to streamline workflow processes, and drive efficiencies through their business.
Thursday Sep 30, 2021
Bonus Ep: Technology through the eyes of a Gen Z
Thursday Sep 30, 2021
Thursday Sep 30, 2021
In this bonus episode of AdviserTech Unplugged, moneyinfo’s Martha Bowen speaks to Sophie Cons, a second year University of Nottingham student.
Sophie discusses the importance technology holds in her everyday life, from university to communicating with friends, and how the use of technology differs across generations. Sophie chats to us about financial management amongst students, her thoughts on a world without technology, and what the future might hold!