Listen "The Problem with Platform Switches"
Episode Synopsis
In this episode of The Problem With, Alex and Annabel are joined by Nicky from Woven Advice to unpack one of the financial advice industry’s most overlooked areas: platform switching.With Consumer Duty placing increasing pressure on advisers to demonstrate value, platform costs and client outcomes are more important than ever. But is switching worth the effort? And how do you even begin to assess that?Together, they dives into:The role of data in identifying cost-effective platformsHow new tech tools are transforming the efficiency of reviewsWhat platform switching really means for client service and trustWhy staying truly independent means re-evaluating old habitsWhether you're an adviser stuck with a legacy platform or simply looking to enhance client outcomes, this episode will challenge your assumptions and offer practical insights into how small changes can make a big difference.Listen now and discover why platform switching isn’t just admin—it’s advice.
More episodes of the podcast The Problem With...
The Problem With Networks
16/06/2025
The Problem with MI
02/06/2025
The Problem with Women in Finance
19/05/2025
The Problem With Policies
12/05/2025
The Problem with Financial Crime
28/04/2025
The Problem With... Permissions
14/04/2025
The Problem With... Annual Audits
07/04/2025
The Problem with Going Directly Authorised
31/03/2025
The Problem with Financial Education
28/03/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.