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.
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