What Clients Never See: Inside the Engine Room of an Advice Firm
Jamie and Julia are joined by Thomas Kelly, Director of Operations at William James, and Sian Matheson, Managing Director of Meta, to explore what really happens inside the engine room of a financial advice firm.
The conversation looks beyond the client meeting to examine the people, processes, systems and communication needed to deliver good advice consistently.
From handovers, client segmentation and operational risk to AI, MI and the traditional one-client, one-adviser model, this is a practical discussion about what clients never see but definitely feel.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.