In this episode of The ifa Show, hosted by Keith Ford, Hans Egger, managing director of Astute Wheel, delves into the importance of client portals for financial advisers.
The discussion centres on the benefits of using client portals to enhance data security and improve the overall client experience.
The pair discuss:
In this episode of The ifa Show, host Keith Ford is joined by Corey Wastle, CEO of Verse Wealth, to take a deep dive ...
In this episode of The ifa Show, host Keith Ford is joined by James O’Reilly, financial planner and director of ...
In this episode of The ifa Show, host Keith Ford is joined by Nicole Gardner, founder and financial adviser at Stellar ...
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