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CRMs in Financial Planning with Wealth Dynamix and Plannr
Manage episode 380941843 series 2901742
Something a little bit different on this week’s Financial Planner Life podcast as we talk about the past, present and future of fintech in the Financial Planning profession with the following special guests:
Gareth Thompson, Co-Director at Plannr – “An open and modern alternative to the traditional back-office system”
Robert Roome, Chief Strategy Officer at Wealth Dynamix – “Revolutionising the way you manage client relationships”
Plus, special guest co-host Rob Harradine, Co-Founder at Ammonite – “Hybrid financial advice technology”
We take a deep dive into the value these fintech solutions offer for Financial Planning firms to enhance their business. This isn’t just down to the enhancement of Adviser’s day-to-day duties, but the knock-on effect this can have on back-office teams, management and clients throughout the process.
In recent years, there has been a substantial shift in the way Financial Planning firms utilise technology to streamline their processes in order to provide a better service for their clients. We discuss the reasons for this, why it hasn’t happened sooner, and the impact technology could have on the profession in future.
We ask our panel of guests what they find are the key pain points for Financial Planning firms when it comes to revolutionising their technology and making changes to how they operate as a business.
Of course, being in the careers space, we discuss the effect that technology has on attracting top talent to your business, and how, due to the solutions fintech provides, this could be a crucial factor in both attracting, onboarding and retaining Financial Planning professionals.
It’s no secret that having your finger on the fintech pulse is vital for anyone looking to be successful in Financial Planning, so thank you Rob, Gareth and Robert for helping us do exactly that!
Time Stamps
00:00:00 | Intro
00:06:40 | Wealth Dynamics CRM target customer
00:09:23 | Plannr's CRM target customer
00:10:22 | Firms pain points
00:12:38 | Client Lifecycle Management (CLM)
00:16:17 | A family office service
00:22:27 | The UK's adoption of new fintech
00:28:49 | Wealth Dynamix’s competition
00:30:20 | How Wealth Dynamix CRM makes and saves companies money
00:31:30 | Plannr's competitors
00:33:54 | Should Administrators & Paraplanners be worried or excited about this new tech
00:38:02 | Biggest frustrations about CRM's
00:46:13 | Talent attraction & market disruption
00:50:23 | Hybrid Financial Planning
01:01:44 | Fintech with marketing and social
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.
197 episodes
Manage episode 380941843 series 2901742
Something a little bit different on this week’s Financial Planner Life podcast as we talk about the past, present and future of fintech in the Financial Planning profession with the following special guests:
Gareth Thompson, Co-Director at Plannr – “An open and modern alternative to the traditional back-office system”
Robert Roome, Chief Strategy Officer at Wealth Dynamix – “Revolutionising the way you manage client relationships”
Plus, special guest co-host Rob Harradine, Co-Founder at Ammonite – “Hybrid financial advice technology”
We take a deep dive into the value these fintech solutions offer for Financial Planning firms to enhance their business. This isn’t just down to the enhancement of Adviser’s day-to-day duties, but the knock-on effect this can have on back-office teams, management and clients throughout the process.
In recent years, there has been a substantial shift in the way Financial Planning firms utilise technology to streamline their processes in order to provide a better service for their clients. We discuss the reasons for this, why it hasn’t happened sooner, and the impact technology could have on the profession in future.
We ask our panel of guests what they find are the key pain points for Financial Planning firms when it comes to revolutionising their technology and making changes to how they operate as a business.
Of course, being in the careers space, we discuss the effect that technology has on attracting top talent to your business, and how, due to the solutions fintech provides, this could be a crucial factor in both attracting, onboarding and retaining Financial Planning professionals.
It’s no secret that having your finger on the fintech pulse is vital for anyone looking to be successful in Financial Planning, so thank you Rob, Gareth and Robert for helping us do exactly that!
Time Stamps
00:00:00 | Intro
00:06:40 | Wealth Dynamics CRM target customer
00:09:23 | Plannr's CRM target customer
00:10:22 | Firms pain points
00:12:38 | Client Lifecycle Management (CLM)
00:16:17 | A family office service
00:22:27 | The UK's adoption of new fintech
00:28:49 | Wealth Dynamix’s competition
00:30:20 | How Wealth Dynamix CRM makes and saves companies money
00:31:30 | Plannr's competitors
00:33:54 | Should Administrators & Paraplanners be worried or excited about this new tech
00:38:02 | Biggest frustrations about CRM's
00:46:13 | Talent attraction & market disruption
00:50:23 | Hybrid Financial Planning
01:01:44 | Fintech with marketing and social
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.
197 episodes
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