Getting the most out of technology for financial planning in 2023, 2025 and 2030- Ian McKenna’s CISI webinar

Posted by Jessie Leworthy | Apr 17, 2023 | Events | 0 |

Click here to watch Ian McKenna’s CISI webinar focusing on getting the most out of technology for financial planning in 2023, 2025 and 2030.

About The Author

Jessie Leworthy

Jessie Leworthy first joined FTRC as an intern while working toward her BSc in Banking and Finance. After completing her degree, she moved into a full-time role as the Communications Coordinator, and has now progressed into ‘Customer Success Specialist’ where she’s expanding her knowledge specifically in protection. Jessie plays a vital role in the future growth and success of Protection Guru Pro, supporting the sales process and helping advisers understand and make the most of the platform’s capabilities. In 2023, Jessie was proud to receive the ‘Trainee of the Year’ award at the Europe FinTech Awards, a milestone in her journey. She remains committed to her professional development and continues to contribute to the innovative work happening at FTRC.