התחל במצב לא מקוון עם האפליקציה Player FM !
Making digital advice work in small firms
Manage episode 431625709 series 2558907
Offering automated advice alongside a firm's normal proposition can be a good way to attract younger investors, but there are a few things advisers should consider before building and running such a service.
We speak to James Anderson, IFA at Westminster Wealth and CEO of digital advice service AllAdvised and Peter Ridlington, CEO & founder of Ningi, about what it takes for SMEs to offer digital advice.
Hosted on Acast. See acast.com/privacy for more information.
396 פרקים
Manage episode 431625709 series 2558907
Offering automated advice alongside a firm's normal proposition can be a good way to attract younger investors, but there are a few things advisers should consider before building and running such a service.
We speak to James Anderson, IFA at Westminster Wealth and CEO of digital advice service AllAdvised and Peter Ridlington, CEO & founder of Ningi, about what it takes for SMEs to offer digital advice.
Hosted on Acast. See acast.com/privacy for more information.
396 פרקים
כל הפרקים
×ברוכים הבאים אל Player FM!
Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.