CRMs in Financial Planning with Wealth Dynamix and Plannr

Something a little bit different on this week’s Financial Planner Life podcast as we talk about the past, present and future of fintech in the Financial Planning profession with the following special guests:Gareth Thompson, Co-Director at Plannr – “An open and modern alternative to the traditional back-office system”Robert Roome, Chief Strategy Officer at Wealth Dynamix – “Revolutionising the way you manage client relationships”Plus, special guest co-host Rob Harradine, Co-Founder at Ammonite – “Hybrid financial advice technology” We take a deep dive into the value these fintech solutions offer for Financial Planning firms to enhance their business. This isn’t just down to the enhancement of Adviser’s day-to-day duties, but the knock-on effect this can have on back-office teams, management and clients throughout the process.In recent years, there has been a substantial shift in the way Financial Planning firms utilise technology to streamline their processes in order to provide a better service for their clients. We discuss the reasons for this, why it hasn’t happened sooner, and the impact technology could have on the profession in future.We ask our panel of guests what they find are the key pain points for Financial Planning firms when it comes to revolutionising their technology and making changes to how they operate as a business. Of course, being in the careers space, we discuss the effect that technology has on attracting top talent to your business, and how, due to the solutions fintech provides, this could be a crucial factor in both attracting, onboarding and retaining Financial Planning professionals.It’s no secret that having your finger on the fintech pulse is vital for anyone looking to be successful in Financial Planning, so thank you Rob, Gareth and Robert for helping us do exactly that! Time Stamps 00:00:00 | Intro 00:06:40 | Wealth Dynamics CRM target customer 00:09:23 | Plannr's CRM target customer 00:10:22 | Firms pain points 00:12:38 | Client Lifecycle Management (CLM) 00:16:17 | A family office service 00:22:27 | The UK's adoption of new fintech 00:28:49 | Wealth Dynamix’s competition 00:30:20 | How Wealth Dynamix CRM makes and saves companies money 00:31:30 | Plannr's competitors 00:33:54 | Should Administrators & Paraplanners be worried or excited about this new tech 00:38:02 | Biggest frustrations about CRM's 00:46:13 | Talent attraction & market disruption 00:50:23 | Hybrid Financial Planning 01:01:44 | Fintech with marketing and social Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereCheck out the 2023 Financial planning Salary Guide here. Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

Om Podcasten

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion. We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent. Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 years. He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing industry.