We recently spoke to Serena van der Meulen, Director and Chartered planner at Van der Meulen associates about her experience using Money Alive.

Van der Meulen Associates uses Money Alive to educate and engage with clients on a whole range of topics, as part of their strategy to reduce risk and streamline processes.

Serena spoke to us about her experience with other solutions, her feelings about PI cover now that she has Money Alive in place and her clients’ response to the videos inside the platform.

If you’re interested in using Money Alive for your firm, you can start a free trial here.