Missed our last event? Watch the full recording here.
Scaling Trust: Getting Started With Digital Marketing
Watch the full recording of this January 25th, 2022, webinar and learn from BetterTradeOff CMO, Shannon Cullum, how you can scale trust and start selling, even before meeting the client.
How Digitalisation is Impacting Financial Advisory
A roundtable discussion with Alfred Chia, CEO, SingCapital; Carol Seah, Founder and CEO of WYNNES Financial Advisers; and Mike Yap, Co-Founder & Head of Growth, Client Volt.
The Future of Financial Advisory Event
Watch a recording of our July 8, 2021 event- including an update from Up Adviser and a special presentation from Carol Seah, Founder and CEO of WYNNES Financial Advisers.
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Up is a direct-to-consumer, do-it-yourself financial planning solution that enables users to build a sound and comprehensive fianncial plan.