A client built us a tech tool. Here’s what we did next
December 10, 202127m 30s
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Show Notes
London-based IFA Simon Bullock has spent his career building close connections with clients. Even so, he was a little surprised when one of them presented a tech solution to him, which could help him offer better investment and planning insights.
We speak to Simon about what has happened since, and how he's devoted time and effort to refining the tool so that it works seamlessly for clients. If you're a wealth or advice professional with aspirations of building your own tech, this one is a must listen.
We speak to Simon about what has happened since, and how he's devoted time and effort to refining the tool so that it works seamlessly for clients. If you're a wealth or advice professional with aspirations of building your own tech, this one is a must listen.