How adviser business models are evolving post-crisis - a podcast by Momentum Media

On this episode of the ifa Show, host Sarah Kendell is joined by Iress' manager-practice solutions team Kelli Willmer, to discuss how adviser use of technology has rapidly evolved as the COVID-19 crisis has taken hold.

Kelli discusses some of the misconceptions advisers might have had around clients and technology prior to the crisis, and how practices have adapted to the challenge of keeping clients and employees engaged while working remotely.

Kelli also shares her insights into how advice processes might change for the better on the other side of COVID-19, and what business owners can do to support their staff in making a productive return to the workplace.

Further episodes of The ifa Show

Further podcasts by Momentum Media

Website of Momentum Media