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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
Sep 10, 2021
Sep 10, 2021
37 min
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.
Aug 16, 2021
Aug 16, 2021
31 min
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.
Jul 15, 2021
Jul 15, 2021
30 min
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.
Jun 29, 2021
Jun 29, 2021
32 min
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.