As the advice industry has grown, client expectations have soared. Finding time for more memorable client touch points is becoming increasingly difficult. What if there was a way to significantly reduce admin time while providing a best-in-class client experience?
FYG have been at the forefront of reimagining advice delivery and providing a solution to engage clients in meetings and reviews. Less paper and more interactivity. Clients are engaged and respond.
FYG Executive Director Jason Fowler recently joined representatives from the Financial Planning Association (FPA) and LivePreso to discuss the challenges and solutions of delivering digital advice to clients.
Short key moments from the session follow.