Andre Costa on Advicefront and getting started with new clients - MAF202
In this episode, I talk to Andre Costa of Advicefront.
It's all about advisers getting started with new clients in an engaging way that lets them focus on building long term relationships.
We chat about where the idea came from and how Andre and the team developed and launched the service.
Welcome to episode 202 of the Marketing and Finance Podcast.
We chat about:
What Advicefront is
How Advicefront helps advisers connect with their clients
Where the idea for the tool came from
Company marketing tactics
The biggest challenge Advicefront has faced
Their business successes to date
Who is Andre Costa?
Andre studied architecture before changing to software development, applying what he’d learned about design.
He is the CTO of Advicefront, a front-end tool for financial advisers to onboard their clients and learn more about them. It links into other apps and tools, like Voyant, to create financial planning solutions for customers.
Andre says it combines everything he loves – design, technology and finance – in one.
Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk