Managing Director
Current- Afinitis - A Trusted Advisor Client Engagement Platform. The Afinitis Knowledge Platform is a hub of collective experience, capability and professionally positive exploitation. Driving Digital Transformation and.
- Supporting Advisor firms’ Own Transformationo Improving ability to work with unknownso Additional Value Propositions o Handling Professional Challenges and Pressures with confidenceo Attract, Coach, Lead Success and.
- Best Practice Guidance – Client and Team Overviews – Volume Engagement with Lower Risk
- Accelerated Advisor Career progressionAfinitis allows Advisor firms and Trusted Advisors to better serve their target market providing
- Ease of Use via Technical Innovation and Automation – accessible regardless of tech ability
- Team Engagement via Value Pathways – combining experience with structured guidance