In this episode, I share my experience of attending the Empowering Advice Through Technology (#EATT2023) conference, talk through some of the most disruptive technology on display and chat with FTRC founder and conference host, Ian McKenna, on some of the developments that will very rapidly change the financial advice industry forever!

Here's the link to our previous episode on confirmation bias: https://open.spotify.com/episode/6ZHRtu7zhV7X8rRziEEUQm 

To find out more about the technology presently available, you can visit Ian's website - visit www.advisersoftware.com. Shout out to IntergenData (https://intergendata.com/), VouchedFor  - 1 month free by using code WRIGHT1 (https://professionals.vouchedfor.co.uk/elevation ) Conquest Planning (https://www.conquestplanning.com/en-ca/home ) and Origo (https://origo.com/)

If you're not sure how to future-proof your business, we'd love to help. You can book a call via our website www.changesquared.com.

And don't forget to subscribe - we'll be dropping discount codes for EATT2024 in the next few weeks! 

Hello and welcome to The Effective Adviser podcast from Change Squared.

In this episode we look at how the principles of using a self checkout in the financial advice process could lower your costs of factfinding by 99%.

You can find the link to the M&G report "Family Wealth Unlocked" here: https://tinyurl.com/mrxcydvw.

If you find this podcast interesting, please subscribe to ensure you get all the latest episodes as soon as they're released.

If you'd like to have a chat about your business and how we can help you become an Effective Adviser, get in touch either by completing the contact form on our website (www.changesquared.com), or emailing [email protected].

Welcome to The Effective Adviser podcast.

With Christmas only a few days away, we wanted to give you a quick festive message and a sneak preview of what's to come in 2023.

Thank you for all your support.

Merry Christmas and a happy New Year!

To find out more about Change Squared, visit www.changesquared.com

Welcome to The Effective Adviser podcast!

In this episode we explore Confirmation Bias and how it can adversely impact your decisions without you knowing. We also cover how to identify Confirmation Bias, provide some examples of how biases could be affecting your business and give some tools and techniques to overcome your own biases and make more rational decisions.

For more information on Confirmation Bias and a to access myriad of other resources to help you become The Effective Adviser, visit our website www.changesquared.com

Hello and welcome to The Effective Adviser podcast! 

In this quick intro, we'll let you know what to expect from the show.

Subscribe now to ensure you get every new episode as soon as it's released.

Ben