Here are actual quotes from the AFSL owners we interviewed during a series of focus groups we conducted to reveal their operational dilemmas: "We don’t really know what our advisors are doing." "We struggle with operational scale." "Our …
#Financial Advisers
Advice Risk Management – Joining The Dots Between Professional Indemnity Insurance And Risk
Continuing with our PI insurance and risk theme, this article will join the dots between advice risk management and PI. Outlining the relationship between advice complaints and PI claims enables you to single out the risks that must be mitigated if …
It’s Easy Monitor’s 5th Birthday Today
Easy Monitor's Journey People are not aware that our 5 years of Easy Monitor was preceded by 3 years of research, development, building, testing, failing, retesting and re-failing. Building software is truly a test of endurance, but …