BT Academy adviser briefing - June 2019

1:04:54

BT Academy adviser briefing - June 2019

1:04:54
Managed Accounts Strategies 04 May 2018
James Williamson joins us to discuss how managed accounts have helped him increase client engagement and drive efficiencies within his practice. Find out what is required to move your business to managed accounts.
Managed Accounts Strategies 29 May 2019
Financial advisers focus more than ever on increased client engagement and practice efficiencies. How can managed accounts help you achieve these goals?
Managed Accounts Strategies 29 May 2019
From increased business efficiency, to compliance support and building stronger client relationships. Discover the types of managed accounts and the benefits they can deliver.