In this episode, we dive into one of the most frustrating blockers in financial planning: the letter of authority process. Nick Green, from data integration specialists Criterion, joins us to explain how his team is tackling this long-standing issue and why collaboration is the key to moving forward. Nick shares his perspective on: How technology is evolving to serve advisers more efficiently Why LOA processes are still so broken (and what's finally changing) The growing pressure to deliver cost-efficient advice in a hybrid, API-driven world An insightful chat with someone working behind the scenes to drive real progress in the profession. This one's for the planners who want admin to work smarter, not harder. Connect with Lee Old Connect with Nick Green  

Ver todos los episodios