Today we were joined by Farzana Kahlil at Seccl and two of our clients, Scott Atkinson, MD at GPFM and Dominic Mcloughney, Director at Becketts FS, to discuss all things “hybrid” in the financial planning market.
It was a very engaging 40-minute discussion covering the market drivers and conditions that laid the foundation for IFA firms to engage and serve clients digitally. And real insight from Scott and Dominic into why they are adding a digital channel to their existing business and the benefits it brings.
Debbie Dry, Head of Business Development at JustFA, gave an overview of the practical application of the JustFA platform and what clients it is most suitable for.
Hosted expertly by Farzana, the discussion concluded with questions from the audience and a summary from each participant.
If you would like to know more about JustFA then please Get in Touch.