The Big Interview: Julie Lord

Tell me about your experience of using platforms We were early adopters of the ­platform concept and have been using them since the late nineties. The big issue that many ­advisers have with platforms is that they treat them as just another product when they really need to look at them as a way to ­fundamentally reorganise how they do ­business. They need to realise that ­using platforms can help them to ­deliver a much more ­comprehensive ­service to their clients. What would you say are the key benefits to adopting a platform? The first benefit is that it makes life ­considerably ...