Hybrid advice, the effective blending of technology with the human touch, is helping advisory firms to improve operational and onboarding processes to become more efficient and cost effective, to take on more business, be more profitable and deliver a better service to clients.
In this webinar, Nick Hall will explain what hybrid advice is, how machine learning is used within it, how the hybrid advice model fits within an advice firm – exploding some of the myths along the way.
He will then look in particular at where and how the hybrid advice model can help benefit paraplanners by speeding up the process, significantly improving fact find information, and taking on the heavy lifting of the advice process, enabling paraplanners to focus on where they add most value.
Finally, Nick will look at how hybrid advice is providing significant benefits for advice firms in terms of productivity, new business capabilities and profitability, and how it will help the industry advance over the next few years.
The webinar will end with a Q&A.
Learning objectives:
• Understand how hybrid advice can improve advice firm processes and help paraplanners in their role
• Understand how hybrid advice can help deliver better outcomes for clients.
