On Tuesday the 19th January 2020, NextWealth hosted a virtual event, Advice Tech Live. In case you missed a session or if you want to watch it back, we’ve provided videos of each sessions below.
We spent two hours sharing tips, tricks, live demos and research to help financial advice professionals get more from their tech.
Get the most from your back office system. Top productivity tips from Eileen Murphy (Informed Training) and Kate Holmes (Innovating Advice)
Productivity hacks. Alasdair Walker (Handford Aitkenhead and Walker) and Ella Davies (Lift Financial) offer their top tips.
Customer view: Our focus group’s thought on digital engagement. An exclusive opportunity to drop in and hear our focus group and thoughts on digital engagement.
Ask Michael Anything. Michael Kitces from Kitces.com joined us for a Q&A.