Astute Wheel 
The Art and Science of Client Engagement for Financial Advisers
More than ever before, client engagement has become a vital skill for financial advisers, blending emotional intelligence with data-driven strategy...
The crucial role of client portals
In this episode of The ifa Show, hosted by Keith Ford, Hans Egger, managing director of Astute Wheel, delves into...
Your Portal to a Premium Client Experience
A decade ago, when large screen TVs were expensive and the internet was slow, financial planners provided a client experience...
How digital advice will enhance the client-adviser relationship
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Hans Egger, founder and managing director...
Unlocking efficiency and engagement: The power of client portals in financial advice
In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by AstuteWheel’s managing director, Hans Egger, to...
Scoping & Scaling of Advice – Solutions for the Modern Adviser
Promoted by Astute Wheel Scoping and scaling advice rules allow advisers to limit their advice to what’s important to the...
Goals Based Advice – Solutions for the Modern Adviser
Promoted by Astute Wheel ASIC has set a very high standard when it comes to providing evidence of the goals...