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":

This is a recording of the most popular Locked Down Adviser session to date - on how Enlightened Financial Solutions is revolutionizing their advice process by delivering SoA's via video.
The EFS team has learnt that for their Video SoA process to work, their business had to look at more than just the SoA – it had to rethink the way their entire client experience was delivered.

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)

Your Instructor

Phil Pilgrim
Phil Pilgrim

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.

Course Curriculum

  The Locked Down Adviser presents How Video is Killing the Radio Star - Part 1
Available in days
days after you enroll

Frequently Asked Questions

When does the on demand session start and finish?
The on demand session starts now and never ends! It is a completely self-paced online replay - you decide when you start and when you finish.
How long do I have access to the on demand session?
How does lifetime access sound? After enrolling, you have unlimited access to this on demand session for as long as you like - across any and all devices you own.
Will I get CPD points for this on demand session?
Absolutely... but you'll need to enrol in the school and provide us with your Full Name and email address + complete 100% of the "Course" including all LECTURES to qualify... the good news is when you complete the "Course" you will get your CPD certificate sent to you automatically. NB - CPD points only apply currently to Australian Financial Advisers

If you liked this session be sure to check out and 'enrol' in any of our other Implemented Portfolio sessions available in the AM school site as well.

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