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How to deliver engaging, digital advice experiences

Register below to access our on-demand webinar and find out why you should make your advice documents interactive.

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What if you could create fully compliant and interactive ROAs in seconds?

As the advice industry has grown, client expectations have soared. Finding time for more memorable client touch points is becoming increasingly difficult. What if there was a way to significantly reduce admin time while providing a best-in-class client experience?

Join industry experts from the Financial Planning Association (FPA), FYG Planners and LivePreso as we take you through challenges and solutions related to the advice sector.

What you'll learn

✔️ The latest technology available to advisers

✔️ The potential for digital transformation in the sector

✔️ How technology can help you address new regulations

✔️ Why you should make your advice documents interactive

Meet our speakers


Aaron Cooper

Founder & CEO, LivePreso


Ben Marshan

Head of Policy, FPA


Jason Fowler

Executive Director, FYG Planners

Watch the webinar recording


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