Browse other articles

Take your clients from the poor house to the penthouse

Dec 2022

Contributor(s):

AFA Webinar Summary

Padua Solution’s technical team have begun developing a database containing the technical legislative and regulatory parameters for five hundred and seventy-five (yes 575) advice strategies. In this highly technical but interactive session, Padua Solutions Co-Founder and Co-CEO Matt Esler and Head of Technical Advice Rudy Haddad show you how to maximize the beneficial outcome of your strategy recommendations and highlight the value you create for them in the process.

Webinar on demand

Presentation Slides

Browse other articles

You may also be interested in

Dec 2022

Solving the advice experience gap

In this article, Matthew Esler, Co-Founder of Padua Solutions, delves into the decline in adviser numbers, the gap in experience that’s been created as a result, and the shining light at the end of a very short tunnel.

Sep 2022

Count Financial improves practice efficiency using ROA technology from Padua

Count Financial has approved the latest DIY Advice technology from Padua Solutions for its adviser network, which will reduce the time taken to produce a Record of Advice (ROA) to less than 15 minutes on average, down from an average industry production time of around two to six hours.

Browse all articles