Join Munnypot founder Simon Redgrove to discuss how more of your clients and prospective clients could benefit from simple, low cost automated investment advice.
Choice of webinar dates :
Register here for 28th Nov 2017 11am
Register here for 29th Nov 2017 11am
Please note places are limited so we suggest you register early to secure a place. We expect high demand for this important subject. (Note that Munnypot may use your details to make contact with you but that your data will not be used for any other purpose.)
Why join this 30 minute webinar?
• We know from our research since FAMR that many adviser practices are concerned that their face to face approach, whilst essential for many clients, is uneconomic for others. Meanwhile the “advice gap” continues to mean that the majority of the UK population do not receive financial advice.
• Simon will discuss this and ways to approach the issue, which can complement and help grow your existing practice.
• Many advisers have concern about regulatory accountability with automated solutions. With Munnypot the position is entirely clear – they are responsible for the advice given. You have a complete regulatory hand off.
• During the webinar you will see more of the Munnypot solution and have the chance to pose your questions to Simon (who is also hugely experienced in the adviser world through previous leading roles in Cavanagh and Close Bros).
At Adviser Home we are pleased to be helping Munnypot work with the adviser community and we’d suggest that this webinar would be a good use of 30 minutes of your time.
