Ep 11 – Embracing and incorporating technology into your business

Presented by

Hazel Johnston, Wayne Holcombe, James Adams, Director of My Simple Mortgage & Thora Kehoe Chief Product Officer at Smartr365

About this talk

We are excited to bring to you an extended "Technology Special" The world of technology has an ever-changing landscape and evolves at such pace so how can advisers keep abreast of the tools which can enhance their role, their customer service and provide them time to advise on protection? James Adams, Director of My Simple Mortgage and Thora Kehoe Chief Product Officer at Smartr365 spent time with Wayne and Hazel to uncover some of the truths around using technology in our industry, how it can enhance customer relationships, help keep advisers the right-side of compliance and drive efficiencies. All these aspects are key to running a successful business and in turn, provide extra time to provide great advice to our customers. In this episode James shares how he has embraced and incorporated technology into his business and Thora shares some of the key facts’ advisers should keep to mind when looking at adding technology enhancements to their strategy. This episode is a must for any adviser considering how they can utilise technologies within their business. We cover: - James’s journey to adding technology in to his business and some of the challenges and learns along the way - The reasons why technology could help keep your business compliant especially in the new world of Consumer Duty. - What a “data prisoner” is and how to avoid becoming one - The questions to ask of a technology provider before committing to add them to your business strategy - Some of the ways James’s team use the extra time that technology provides them and why this helps create a successful environment for advising on protection If you are experienced in financial planning, mortgage or protection advice and would like to feature on future episodes, please reach out to hazel.johnston@landg.com. Please also get in touch with any topics you would like us to cover on this podcast.
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