"Brilliant bit of kit"
"Easy to digest and very engaging"
Our online adviser software, the Adviser Portal, is the result of several years research and development with continual improvement through adviser user’s feedback.
Since launch, thousands of adviser’s clients have completed Money Alive’s accredited videos journeys and their feedback has contributed to the further development of our own custom video player experience.
Money Alive work with new firms every week and talk regularly to advisers, paraplanners, regulators, providers and trade bodies. We show how client education can be delivered easily and timely, how results can be measured and the positive impact it can have on client outcomes – the results speak for themselves.
If you use Money Alive, not only will you have better informed clients you will also be able to demonstrate to PII insurers robust risk management and working practices
Brilliant bit of kit.
I especially like the fact that they gave pro's and con's with the different case studies, which you can then relate to your own circumstances.
It's very good.
They are very good. Written in a simply, easy to understand way, plus sometimes it is easier to listen/watch than read a pamphlet of a 100 pages!!
I am sure that the FCA would consider firms providing independent, unbiased information to clients in advance of a first meeting - to help inform and re-set the consumer’s flawed mind-set – as a good practice approach