Manager – practice solutions team at Iress, Kelli Willmer, specialises in helping SME advice practices develop efficient and effective business processes in order to save both time and money.
In this episode of The ifa Show, Kelli joins host Sarah Kendell to deep-dive into some of the biggest challenges faced by small-to-medium sized advice practices and how COVID-19 has affected this sector of the industry.
Kelli reveals her top time-saving hacks for advisers, why focusing on compliance can increase efficiency in the longer term, and how Iress’ Xplan Model Office helps advisers deliver more accurate and economical advice to their clients.
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