With 15 years experience as a paraplanner and consultant across protection and wealth, Adam has vast experience of helping advisers and technology suppliers to develop, implement and select software solutions. As the Head of Consulting for adviser services at F&TRC, he has a detailed knowledge of the software suppliers in the market and led numerous projects to help them improve their offerings and better understand the needs of advisers. Specialising in technology selection in order to increase efficiency, improve compliance and meet regulatory requirements, Adam has worked with some of the largest advisory firms in the country and helped them to shape their requirements and source solutions to meet their business needs.
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