In this on-demand webinar, the Midwinter team explore how technology can help financial advice businesses turn an optimistic outlook into real-world results.
While few advisers plan to add more staff to their team or work any harder, the majority expect to increase revenue, the number of clients they service and their business profitability.
Against a backdrop where business as usual is incredibly difficult and the entire industry remains in a state of flux, are advisers being overly optimistic?
In this masterclass we cover three areas where technology can help advisers become more efficient, helping them achieve their business objectives.
Click the button below to view the 1-hour recorded webinar now.
This masterclass was presented by:
Wendy Van, Product Manager, Midwinter
With more than 15 years’ experience in financial services technology, Wendy is a keen problem solver who is focused on improving customer experiences and outcomes.
Deborah Dalziel, Marketing Manager, Midwinter
Deborah is responsible for marketing and communications at Midwinter, and has more than 10 years’ experience marketing software and technology solutions.
Matthew Bineth, Key Account Manager, Midwinter
Matthew is a passionate financial services professional who held roles in financial planning and practice management before moving into financial advice technology.