Creating technology for financial planners
Welcome to the Build your Business podcast where financial advice industry experts talk about how to grow your financial planning business.
How to pick a technology partner for your practice
Welcome to the Build your Business podcast where financial advice industry experts talk about how to grow your financial planning business. In this episode,...
Built for better advice – Pitch perfect: How to be better...
In this episode, Iress talks to financial planning coach Yvonne Killian from Old Mutual Wealth and Jason Bernic of Insane! Prospecting about how financial advisers can build their confidence and their businesses by becoming better at prospecting.
Using technology to grow your financial planning business
In this episode we talk to Jen McKay (Linktank) and Francois du Toit (PROpulsion) on how to implement technology successfully and digitise ways of working to grow your business. We will include everything from data aggregation to paperless client management.
