Twenty7tec
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23/06/2026
Visibility matters throughout the advice process, CRM to sourcing ⚡
Rather than relying on advisers to manually revisit cases throughout the advice journey, newer technology models are focused on continuously monitoring recommended products and automatically flagging changes which may affect suitability.
The operational benefits are obvious, particularly in reducing administration and duplicated effort, but the wider value lies in the sense of confidence and control these systems can provide.
Read more here: https://theintermediary.co.uk/2026/06/visibility-matters-throughout-the-advice-process-crm-to-sourcing/
🤝 “Most advisers are sitting on opportunities they don’t even know they have.”
In this clip from ELEVATE, we discuss a simple but powerful referral strategy that can help advisers uncover more opportunities from every client relationship.
It’s not about chasing leads. It’s about asking the right questions, building trust and creating a network that keeps working long after the initial conversation.
Sometimes your next client is already connected to your current one 👀
🎧 Watch the full episode now on YouTube or Spotify 🌟 www.twenty7tec.com/elevate-podcast-what-the-uks-top-advisers-are-doing-differently-with-wealthy-advisers-club-founder-terry-blackburn/
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