Abraham and David dive into the nitty gritty of:
- David’s career and the journey that led him to launch Seccl
- Insight into Seccl – what it does and the third parties (APIs) it is connected with
- David’s thoughts on the state of adviser tech today and how ‘Adviser Platforms’ often don’t provide the technology advisers need
- David sold Seccl to Octopus for £10m, he explains the impact of this and his attitude to money
- The cost-structure at Seccl: How the costs stack up, whether advisers are adding margins to their costs and whether the model allows for flat fee pricing
- David’s thoughts on the state of the adviser platform industry today
- David’s personal approach to retirement and his plans for the future
Adviser 3.0: The Podcast