Leading Mindsets

The community shaping the future of financial advice

What are your peers up to? What impact are they seeing when they choose the right tech to solve the right problem? The 'Leading Mindsets in Financial Advice' community share insight into their own experiences such as top tips to help with vendor selection, implementation and adviser buy-in. You will also learn about the pitfalls to avoid and, most importantly, what impact you can expect if you make the right choices!

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Ditch the dinosaurs with data-driven financial advice

Jonny Stubbs, Director of Risk, LIFT Financial remembers Tuesdays in the past when Advisers and their teams were resigning themselves to another evening of paperwork. Sound familiar? Drafting a set of meeting notes could swallow 1 or 2 hours of an Adviser’s time, per client. Since LIFT‑Financial rebuilt its workflow, the same notes take 15–30 minutes. and the reclaimed hours go straight into relationship‑building or new business.

Increase in paraplanners' crystal balls for sale, no longer needed

Paraplanning

Sarah Watts, Head of Delivery, Timothy James & Partners shares her top ten tips for tech transformation that reduces the cost to serve. Sarah’s approach to technology and the advice process involves invaluable hints and tips in her own unique style. Before we start - paraplanners; put your crystal ball away! The gift of sight is no longer needed to deliver accurate and insightful client information.

Cut Report Time by 80% with Three Tech Principles

Advice

Kunwar Chohan, CTO at MKC Wealth has experienced first hand the challenges faced when working to adopt technology fast enough to meet evolving client expectations, whilst preserving personal relationships. MKC Wealth has succeeded where many fail, reducing suitability report creation from 2 hours to just 15 minutes; an 80% efficiency gain.

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