The tools of the profession

The question of how technology has impacted on the industry is too vast a question to answer in one Blog but I assert that it should have an extremely positive impact in supporting the profession of giving financial advice. To understand how technology can help advisers, let’s look at some of the key elements of the advice process: Know your client Research and justify a proposition Selling the proposition to the client These are the skills every skilled financial adviser employs each day. Computerising the trusty rate book, and more, has taken nothing away from the need of...