Small firm focus: How I reach out to clients

Recently we have covered the use of technology by some of the largest financial distribution groups in the country. We balance the coverage this week by talking to Alan Moran, of Interface Financial Planning, to see how a smaller practitioner is using technology on a day to day basis. Moran is a ‘technology aware’ IFA who has long seen the potential to use technology as a means of streamlining his business and improving client service. He has been a long-standing user of Adviser Office from Avelo and Truth from Prestwood. He has combined the use of these solutions with the Watermark docu...