Webinar 10 November 2020
Rob Tedder, Client Cashflow Solutions Manager of i4C talks to Akademia TV. In this unit we’re looking at how advisers can use technology to develop their businesses, particularly in light of the pandemic and lockdown.
Lockdown forced numerous changes into the way many of us live, but has it also made long-term adjustments to the way advisors conduct business? What are the efficiencies to be gained by embracing the use of technology?
To discuss the main issues are John Porteous, Group Head of Distribution at Charles Stanley; Rob Tedder, Knowledge and Success Manager at i4C, and Nick Eatock, CEO and Chairman at Intelliflo.
The learning outcomes
By the end of this session, you should be able to understand and to describe how lockdown is making longer-term adjustments to the way advisers conduct business; the efficiencies to be gained by embracing the greater use of technology; and the limits of technology when developing client relationships.