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BWD IN THE KNOW | EPISODE 28

Posted on
December 15, 2024
Posted by
James Walker

It was a privilege to host Jeff Lange, Group CEO of TFAS Enterprises, on the podcast. Jeff shared fascinating insights into the evolving financial advice sector, the role of technology, and the future of client engagement. Here are the key takeaways from our conversation:

  • Remote advice is thriving: Face-to-face isn’t the only way. Remote advice, driven by trust and tech, is now the choice for even high-net-worth clients.
  • Bridging the advice gap: Streamlined processes and digital tools are making advice accessible to clients at all asset levels.
  • AI in action: From automating meeting summaries to compliance checks, AI is revolutionising how advice is delivered.
  • Future-proofing with flexibility: Combining traditional face-to-face advice with digital services ensures no client is left behind.

▶Dive into the strategic insights:

Apple Podcast | Spotify | YouTube | Website

BWD IN THE KNOW | EPISODE 28

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