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What  is EATT?

The future of client portals/digital engagement.

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Speaker

Ian McKenna
Moderator – Chief Executive Officer – FTRC

Jeff Lange
Chief Executive Officer – TFAS Wealth Ltd

Jon Dear
Head of Advisory Operation – Hargreaves Lansdown

Learning Objectives
  • Why advisers now need more than just a client portal.
  • What are the key elements of an adviser’s digital engagement proposition?
  • How a digital proposition can help you introduce new client propositions. 

BACK TO CONFERENCE SESSIONS

What  is EATT?