How to make your practice more efficient and tech-friendly

An episode of the The ifa Show podcast, hosted by IFA, titled "How to make your practice more efficient and tech-friendly" was published on July 22, 2020 and runs 12 minutes.

July 22, 2020 ·12m · The ifa Show

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Episode Description

Manager - practice solutions team at Iress, Kelli Willmer, specialises in helping SME advice practices develop efficient and effective business processes in order to save both time and money.

In this episode of The ifa Show, Kelli joins host Sarah Kendell to deep-dive into some of the biggest challenges faced by small-to-medium sized advice practices and how COVID-19 has affected this sector of the industry.

Kelli reveals her top time-saving hacks for advisers, why focusing on compliance can increase efficiency in the longer term, and how Iress' product offering helps advisers deliver more accurate and economical advice to their clients.

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