Post by Daniel Edmondson
Twenty7tec | Transforming financial advice through technology | CeMAP | CeRER | BA (Hons) | 2 X Finalist BDM Of The Year | Outdoor Enthusiast ๐ ๐ง ๐ ๐ฅพ โฐ๏ธ โ๏ธ ๐๐ ๐ธ
70% of people have heard of ways to use property wealth in retirement. Only a small proportion ever act on it. Thatโs not an awareness problem. ๐๐ญโ๐ฌ ๐๐ง ๐๐๐ฏ๐ข๐๐ ๐๐ง๐ ๐ฏ๐ข๐ฌ๐ข๐๐ข๐ฅ๐ข๐ญ๐ฒ ๐ฉ๐ซ๐จ๐๐ฅ๐๐ฆ. The Fairer Finance ๐๐๐ญ๐ข๐ซ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฉ๐๐ฌ๐ฌ highlights something weโve probably all seen in practice: ๐ Clients have assets across pensions and property ๐ But those conversations rarely happen together ๐ And advisers often have to piece everything together manually Since moving into fintech, this is where the real friction stands out most. Not in the availability of options... But in the ability to ๐๐จ๐ง๐ง๐๐๐ญ ๐ญ๐ก๐๐ฆ ๐ข๐ง ๐ ๐ฆ๐๐๐ง๐ข๐ง๐ ๐๐ฎ๐ฅ ๐ฐ๐๐ฒ. Because when everything is fragmented: ๐ conversations happen too late ๐ opportunities are missed ๐ and outcomes arenโt optimised The real shift for the market isnโt just more solutions. If we want better outcomes, itโs about: โ๏ธ better visibility โ๏ธ better integration โ๏ธ better conversations Feels like weโre getting closer, but still a way to go. How are you currently bridging that gap in your advice process? #FintechInnovation #AdviserSupport #LaterLifePlanning