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.
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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 hello@changesquared.com.
