Bio: Turning “I'll sort my finances out later” into “I've got this” 🙏 UK financial education, real interviews & case-studies, and my Top 100 book reviews.
Bio: Founder of Clientel - Understanding UK IFA Challenges through the Lens of AI & Automation | Seeking Insights from Forward-Thinking Financial Advisors
Bio: I have 25 years experience working in sales and marketing. I’ve worked in high pressure environments where I was closing multi-million pound contracts
Bio: Frank Kern only writes about himself in the third person. He only speaks about himself in the third person. He won't write more than three sentences.
Bio: With 20+ years in AI and financial services, I launched Re.LoA to remove admin bottlenecks in advice. Excited to join and drive industry innovation
Bio: Hi i'm Matthew. I'm a Chartered Financial Planner. In my mid 40's so youngish from an adviser perspective. Like to use tech to enhance productivity.