Achieving a Complete Digital Relationship with Clients - EATT 2023 Plenary

Achieving a Complete Digital Relationship with Clients – EATT 2023

Speaker

Ian McKenna
Founder – FTRC

Lisa Jones
Head of Business Development – Benchmark

Gareth Kerr
Head of Sales Proposition – intelliflo

Iain Fullarton
Founder & Managing Director – Apropos Wealth

Ian Plumpton
Chief Operating Officer – Attivo

Learning Objectives

What things do you need to offer every client?
Why digital relationships will change the cost of advice and how to profit from this.
What new technology components are now essential for advice firms?

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About The Author

Jack Easter

Jack joins us from the Blue14 group of companies, where he worked with prosperous start-ups to build their operations from the ground up. During his time there, Jack looked after various key accounts, including taking the lead on management of the fintech portfolio, and managed growth campaigns for multiple UK and US financial apps. Jack joins the FTRC team to maintain the Digital Wealth Insights report and help continue its growth. Outside the office, Jack enjoys refining his cooking skills and keeping up with his calisthenics. Jack is also a long-distance cyclist, and recently completed a cross-county Brighton to Liverpool bike ride.