Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Is this the most useful whitepaper ever produced in Financial Services? Benjamin Marshan is at the forefront of a digital whitepaper having just been released by the FPA and encompassing months (and months) of research looking at the marketplace relative to Fintech and the Financial Services industry. We have an accidental run-in at Bunnings to thank for the idea which kick started a project analysing over 400 Fintech startups and piecing together a document designed to act as a 'thought starter' when looking at practice efficiencies and the advice process. Ben addresses the obvious pain points being felt by most advisers like which technologies should we be implementing in our practices and questions that perhaps we haven't even considered – is there a benefit to working with Fintech companies that look to exclude the adviser? Here's our favourite takeaways from this week's XY Live: Why it's important to map out the entire advice giving process within your practice and how to address inefficiencies Ben's th