Technology

Ian McKenna urges advisers to get ahead of open financing

'Internal efficiency matters, but it is only part of the opportunity'

Designed to reach more advisers

Almost a third work more than 40 hours a week

The question advisers should be asking

If you create the record, bank the benefit

... and belongs embedded within the advice process

'AI means good conversations with clients no longer wait for a scheduled moment to happen'

After being missed off TPA’s initial list

Value comes from continuity of service