Achieving a Complete Digital Relationship with Clients – EATT 2023
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?