PFS Seminar: Practice Management - improved through technology by Andrew Reeves

Andrew will share his opinion on the best-of-breed technology. He will give examples of how technology can be tailored for financial advisers and importantly,
how you might fill the gaps and/or completely replace the standard off-the-shelf IFA systems that are currently available.

www.thetechnologycoach.net is used to demonstrate how readily available technology can easily work for financial planners and advisers. His talk will cover the technology he uses daily to provide financial planning and advice.

Learning objectives
At the end of this event, delegates will be able to identify:
• how technology is used and tailored for financial planners
• the rationale for any technology changes and how to go about it
• security and compliance issues with respect to the technologies highlighted
• short-cuts to hit the ground running with cloud-based software.

Speaker biography
Andrew Reeves FPFS, Chartered Financial Planner is director of The Investment Coach Limited, a technology-enabled financial planning company.

He has worked within financial services since June 1996 and has seen the business through to being the first UK advisory business to be assessed against the ISO 22222 standard (source: Standards International). He is widely reported in the press and has been made a New Model Adviser “Cover Star”.

Andrew is a Chartered Financial Planner, Certified Financial Planner and a Fellow of the Personal Finance Society. He is also approved by the Universities
Superannuation Scheme to give advice to members.

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