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Podcast: The ifa Show
Episode: Unlocking efficiency and engagement: The power of client portals in financial advice
Description: In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by AstuteWheel's managing director, Hans Egger, to discuss the most compelling reasons for advisers to consider client portals. With over 25 years of experience in the financial planning industry, Mr Egger shares his journey of developing tools and modelling calculators to enhance client advice and comprehension of complex strategies. He discusses the growing adoption of technology by financial advisers, particularly in client engagement and streamlined processes, as well as emphasising the importance of secure client portals which not only protect sensitive data but...