The AdviserTech Show

Ep 9: Engage, Educate, Empower - the secret to adviser content marketing

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.

Ep8: What it means to be ”data driven”

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. 

Ep7: How NextGen Planners are supporting a movement of new-age firms

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.

Ep6: The future of IFAs and DFMs

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.

Bonus Ep: Technology through the eyes of a Gen Z

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!

Ep5: How technology is reshaping financial services in a post-pandemic world with Ian Horne

In the next episode of AdviserTech Unplugged, moneyinfo's Tess Lee speaks to Ian Horne, Head of Audience Development at CityWire.

Ian discusses the influence technology holds within financial services and how this has been amplified since the beginning of the pandemic. Ian discusses the importance of adopting a hybrid approach to advice to meet the needs of their client demographic and optimise their process efficiencies.

 

Ep4: The do‘s and don‘ts of changing CRM providers with Chris Baigent-Reed

In the next episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks to Chris Baigent-Reed, Founder and Director of Jigsaw Tree.

Chris discusses the do's and don'ts of changing CRM providers and the important factors to consider when doing so. 

Ep3: Content marketing for financial advisers with Abbie Knight

In the next episode of AdviserTech Unplugged, moneyinfo's Tess Lee speaks to Abbie Knight. 

Abbie discusses the importance of a content marketing strategy to help financial advisers to stand out in the crowd and creating a brand personality in order to build relationships and trust with clients. 

Ep2: The importance of branding within the financial sector with Anna Plotnek

In the next episode of AdviserTech Unplugged, moneyinfo's Martha Bowen speaks to Anna Plotnek from PLOTT Creative. 

Anna chats about the importance of branding within the financial sector, why it's important for financial advisers and wealth managers to get their branding right, and how it can help you stand out in the crowd. 

Ep1: A year in the life of a moneyinfo client - Ovation Finance

In the first episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks to Cheryl Frazer from Ovation Finance Ltd.

Cheryl chats about their first year of using moneyinfo, discussing their implementation journey in-house and with clients, how their processes and communication have been streamlined by fully utlising their branded portal and app.