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Compliant Video SOA Presentations: How I implement this in my business and the impact it has on the client experience

Compliant Video SOA Presentations: How I implement this in my business and the impact it has on the client experience

James Wortley
Founder & CEO of Enlightened Financial Solutions
James Wortley
Founder & CEO of Enlightened Financial Solutions

Compliant Video SOA Presentations: How I implement this in my business and the impact it has on the client experience

James Wortley hasn’t produced a paper SOA for a client in over two years. James and his team deliver 100% of their SOA’s using video, and it’s been a total game-changer for his business productivity, profit and most importantly – the client experience.

Whilst James builds holistic relationships with his clients, he doesn’t deliver ‘holistic advice’. Clients begin paying a monthly retainer from day one and James splits the advice into stages and delivers each video SOA in under 10 minutes.

James shared his screen and showed us everything he delivers to a client via a Dropbox link which includes:

  • The Video SOA

  • The slides used in the video for the client

  • Any accompanying PDS and disclosures

Amazing conversation, and plenty of great questions were asked. A healthy dose of peer to peer learning!

James Wortley’s XY Platform HERE
James Wortley’s LinkedIn HERE

20/05/2021 ago

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Category:

Technology

James Wortley hasn’t produced a paper SOA for a client in over two years. James and his team deliver 100% of their SOA’s using video, and it’s been a total game-changer for his business productivity, profit and most importantly – the client experience.

Whilst James builds holistic relationships with his clients, he doesn’t deliver ‘holistic advice’. Clients begin paying a monthly retainer from day one and James splits the advice into stages and delivers each video SOA in under 10 minutes.

James shared his screen and showed us everything he delivers to a client via a Dropbox link which includes:

  • The Video SOA

  • The slides used in the video for the client

  • Any accompanying PDS and disclosures

Amazing conversation, and plenty of great questions were asked. A healthy dose of peer to peer learning!

James Wortley’s XY Platform HERE
James Wortley’s LinkedIn HERE