EATT 2026 Plenary 4

EATT 2026 Plenary Session #4 – Preparing for competition from new technology-driven advice propositions

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Speakers

Jason Green
CFO – FTRC

Jane Hodges
Managing Director – Money Honey Financial Planning

James Wareham
Digital Operations Manager – Penguin Wealth

Learning Objectives

How can you differentiate Human Lead advice from digital first solutions?
What can we learn from digital advice propositions past, present and emerging?
What are the traps you should avoid when designing your own digital lead solutions?