Simplifying Business Processes for Financial Advisors With Louis Retief

Louis Retief is the Co-founder and CEO of Hubly, a process management system that provides efficiency and visibility to financial advisory firms. With five years of experience in the robo-advisory space, he developed a passion for helping advisors enhance the delivery of their services. As a leader, he guides his team through challenges and creates a culture of courage and integrity. He is also a venture mentor at entrepreneurship@UBC and an advisory board member at AMS of UBC Vancouver.

In this episode…

As a financial advisor, providing the best service to your clients is your duty. However, sometimes it feels like there aren't enough hours in the day to get everything done. You need a tool that can streamline your business processes and give you the visibility to stay on top of things.

According to Louis Retief, financial advisors are juggling multiple tasks to achieve success. They are burning out and failing. However, having a process management system in place can help them. This way you can simplify your processes, improve your efficiency, and focus on what matters.

In this episode of The Customer Wins, Richard Walker sits down with Louis Retief, Co-founder and CEO of Hubly, to discuss how to unleash the power of effortless financial technology. Louis talks about Hubly, how its product development aligns with the culture and habits of its clients, its business model, and its ideal client profile.