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The Problem with Platform Switches
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In this episode of The Problem With, Alex and Annabel are joined by Nikki from Woven Advice to unpack one of the financial advice industry’s most overlooked areas: platform switching.
With Consumer Duty placing increasing pressure on advisers to demonstrate value, platform costs and client outcomes are more important than ever. But is switching worth the effort? And how do you even begin to assess that?
Together, they dives into:
- The role of data in identifying cost-effective platforms
- How new tech tools are transforming the efficiency of reviews
- What platform switching really means for client service and trust
- Why staying truly independent means re-evaluating old habits
Whether you're an adviser stuck with a legacy platform or simply looking to enhance client outcomes, this episode will challenge your assumptions and offer practical insights into how small changes can make a big difference.
Listen now and discover why platform switching isn’t just admin—it’s advice.
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