Implemented Portfolios presents The Locked Down Adviser - How Video is killing the Paper SoA - Part 1 with James Wortley
how Enlightened Financial Solutions are revolutionizing their advice process by delivering SoA's via video
This is a recording of Implemented Portfolios "The Locked Down Adviser - Video Killed the Radio Star - Part 1":
Session hosted by Phil Pilgrim (Implemented Portfolios) with special guest James Wortley (Enlighted Financial Services)
CPD Allocation – 0.75 Hours Client Care & Practice | 0.75 Hours Skills (ASIC)
With over 20 years of financial services experience over a broad range of roles in advisory, consultancy, business development and as an advice practice owner and director, Phil is passionate about financial advice businesses.
He’s worked across both larger organizations (BT, AMP, CoFunds in UK) as well as start-ups (Your Welcome) and loves bringing innovative strategies into the organisations he works with to help them optimise their success.
His current position at Implemented Portfolios enables him to work with financial advice practices to help deliver business efficiency and focus more time on helping their clients achieve their best lives.