Insights into how a financial adviser evolved in his use of myprosperity with Tim Henry and Matthew Green
In one of our first partner interviews, I speak with one our financial planning partners, Tim Henry of Aspire Planning about some of his experiences working with myprosperity and using our technology.
In under 12 minutes, we discuss some real life examples of how Tim has used myprosperity over the last year and show how this technology is being used in a smaller practice.
We touch on some common themes often asked about by other firms such as the onboarding of clients and who does the work, the benefits to clients and advisers in using the portal prior to and during reviews, and the presentation of myprosperity to new and existing clients.
Tim shares how they have evolved in the way Aspire Planning has used myprosperity in the last 12 months by setting some plans with myprosperity and through ongoing collaboration between his team and our team.
You’ll learn about their evolution in the use of myprosperity which now expands from clients having a real time balance sheet, preparing for and during client reviews, estate planning, opening the client data up for their accountants and the ongoing client engagement.
In catering for young families through to those approaching or in retirement, Tim and his team have started to tap into many of the benefits that myprosperity can offer to make it easier for clients.
Watch this week’s interview below.