Why is Fund & Insurance Research still so manual?😤
Efficiency isn’t optional anymore so why are we still doing this the hard way?! If you’re still using manual forms while juggling calls with Fund Managers and Insurance Companies like me, we are leaving hours on the table. In 2025, efficiency isn’t optional it’s essential. So, I’m curious: ✅ What tools or workflows have helped you speed up fund & insurance research? ✅ Are you still sticking with the traditional manual approach? ✅ Or have you found tech that actually delivers on its promise without sacrificing compliance or quality? I am passionate about creating peace of mind through smarter processes but I’d love to hear from YOU. Share your wins, frustrations, or ideas in the comments. Prefer a private chat? Send me a message, I’d love to connect and swap insights. Shell 🤖 Sinnesro Virtual AssistYour path to profit webinar
Could your practice turn more profit? Business Health have proven that advice businesses who successfully focus on the three core pillars of client engagement, business planning and staff management have seen a profit boost of more than 100%. Join us for an unmissable session into the top drivers of profit, and learn what others are doing in these areas to unlock the hidden profit in their practice. With expertise from, Kerry Ong - Iress facilitator, Rod Bertino - Principal & Owner, Business Health, Simon Clifford - CEO & Owner, Adviser FP, and Jeff Thurecht - CEO & Senior Adviser, Evalesco Financial Services this presents a unique opportunity to boost profit in your business. Register for the webinar HereWebinar: The $2bn advice capacity conundrum
Could your business take on 30 new clients? Advice 2030: The Big Shift revealed a potential $2.1bn in new revenue and nearly half a million new advice clients by 2030 for advice businesses that can adapt to meet this demand. Hear from Iress, a Deloitte economist and adviser, as they unpack the capacity conundrum and the role of tech in helping advisers free up time to serve more clients. Become a member to watch now
