The uncomfortable truth is that most adviser tech doesn't liberate us. Rather, in a very real way, it traps us, writes Nick Ryan
I'm a financial adviser. When I think about it from my clients' perspective, what is it that I do? First and foremost, I'm their single port of call. I assess their circumstances, comprising information of great variety and complexity (and not just financial, either), and make sense of it all. I then present them with a plan which shows them what they need to know, as quickly, simply, and intelligently as is appropriate to them. In so doing, I free them from what otherwise would inevitably be an impenetrable, time-consuming, and anxiety-inducing task. Ultimately, the aim is to give th...
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