What makes True Potential different is its ability to build technology around its clients, its chief executive Daniel Harrison told delegates.
Speaking at NextWealth Live 2024, Harrison said that True Potential thrives on its ability to offer technology that can be tailored to the individual client. He explained: "Where we are different to most, not all, is that we build tech for our own clients. "We say to clients that this is going to be tech-led proposition." Although, Harrsion noted that the firm reminds its clients that someone is always on hand in person to help them if that is required. "We want to ensure that the human touch is not completely lost," he added. "Advisers won't be replaced." The ‘ticking advise...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
