Turo blog

How can financial advisers spend less time on 'heavy lifting' and more time with clients?

January 5, 2022

Nick Hall offers his thoughts on how financial advisers can spend less time on 'heavy lifting' and more time with clients.

Dominic Hobson from Future of Finance talks to Wealth Wizards' Head of Advice, Nick Hall about how financial advisers can reduce process and administration and spend more time focusing on the client's goals and aspirations.

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Written by

Nick Hall

Nick is a Business Development Director at Wealth Wizards, he has many years of experience designing and implementing new propositions.

With over 25 years in senior advisory and business development roles in financial planning, Nick’s experience spans five major bank and building society advice models.

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