If the answer to this question is “no”, then we would encourage you to attend ThreeSixty’s upcoming Adviser Tech Emporiums which are taking place across the UK this June.
You will be able to hear from a range of providers offering technology solutions right across the advisory value chain: from client acquisition to digital marketing, client on-boarding, through to cashflow modelling and data management.
Whatever challenge you may be facing in your business, the Tech Emporium will hopefully provide you with a solution. You will hear from a variety of speakers, including DISCUS founder and Embark Group head of digital Abbie Knight. She will provide insight into how financial advice firms are harnessing digital and responding to emerging trends. Abbie will also highlight the digital disruptors to keep an eye on and explain why it’s time to think about the potential benefits that Blockchain can offer.
Other themes that will be covered at the Adviser Tech Emporium series include:
» Investors behaving badly. How to avoid the herd mentality, overtrading and overconfidence by using data analysis to drive your firm’s investment decisions.
» The benefits of cashflow planning software. How to grow fees per head, clients and referrals.
» Putting your brand in your clients’ pockets. The value of building an all-encompassing branded client portal and mobile app.
» Escape from Excel Hell! How the effective management and deployment of data in one system can increase operational efficiency, reduce compliance risk and increase profits.
» Tackling the administrative burden. How onboarding software can get rid of paperwork and the need to rekey information.
» Bringing your brand to life. The value of branding, marketing and websites for financial advisers.
Event locations and further information
» 5 June // Essex
» 6 June // Farnborough
» 13 June // Leeds
» 18 June // Edinburgh
These events are back by popular demand, following the success of the first round of events and the overwhelmingly positive feedback we received from advisers. Abbie also said:
“It’s easily the best AdviserTech event I’ve ever been to. The speaker line-up has been carefully curated to give first hand insight into the latest developments right across the value chain. If you’re looking to stay ahead of the curve in your advice business, it’s not to be missed.”