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.

Written by
Nick Hall

Nick is an Account Development Director for Turo and has many years of experience designing and implementing new propositions.

Find out more about Turo and how it can automate key parts of the advice process for your clients and advisers.

Get updates straight to your inbox

Sign up to our newsletter

Recommended for you

View all

Want to get early access and product updates?

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

This site is best viewed in Chrome, Edge or Firefox (not Internet Explorer!)

Wizards House
8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT


Disclaimer

Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
Registered in England & Wales, No. 07014133. The information contained within this site is intended for UK consumers only and is subject to the UK regulatory regime.

Wealth Wizards®, Pension Wizard ®, Retirement Wizard®, Turo® and MyEva® are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Benefits Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Investment Wizard, are trademarks and logos of Wealth Wizards Limited.

Wealth Wizards is independently audited and certified by the British Standards Institute to ISO/IEC 27001:2013, an internationally recognised standard specifying comprehensive security controls and best practice.

© 2021 Wealth Wizards Limited.