24th January 2019

Defaqto: How to do client reviews efficiently

Often, when we talk about reviewing existing holdings, we mean client reviews. After all, the relationship between a client and an adviser is often for a sustained period of time, if not for life.

Client reviews are key to ensuring your clients’ investments are on track and form a key part of the adviser/client service proposition. And while it can sound to clients they are just having a quick catch up, from the advisers perspective, quite a lot of preparation is needed to gather all of the relevant documentation required for the meeting to take place. The challenge is obvious: how can an adviser review complex portfolios in a robust, repeatable and time efficient manner?

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AdviserTech LIVE! 2021: A new adviser mindset

Digital can transform the way you do business, you’ve probably already taken many of the difficult steps with video conferencing, document sharing, and e-signatures. However, there are many more efficiencies to be gained through selecting market-leading technology partners.

Dynamic Planner: How have people felt about risk in 2020? And how can advice firms best manage it for clients in future?

The suitability of financial planning and advice has, again and naturally, come into sharp focus against the backdrop of broader events this year.

Dynamic Planner: Solutions cater for clients taking regular income in retirement

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