Self-checkouts in financial advice?

Hello and welcome to The Effective Adviser podcast from Change Squared. In this episode we look at how the principles of using a self checkout in the financial advice process could lower your costs of factfinding by 99%. You can find the link to the M&G report "Family Wealth Unlocked" here: https://tinyurl.com/mrxcydvw. If you find this podcast interesting, please subscribe to ensure you get all the latest episodes as soon as they're released. If you'd like to have a chat about your business and how we can help you become an Effective Adviser, get in touch either by completing the contact form on our website (www.changesquared.com), or emailing [email protected].