Join The Technology Coach
Technology can help but only if it quickly integrates into YOUR proposition. Off the shelf technology is like a blank canvas, our objective is to show how it can work for your small business.
This website is intended for use by Financial Advisers & 1-10 Person Small Businesses.
Keep scrolling to discover more, or
Join The Technology Coach
Technology can help but only if it quickly integrates into YOUR proposition. Off the shelf technology is like a blank canvas, our objective is to show how it can work for your small business.
This website is intended for use by Financial Advisers & 1-10 Person Small Businesses.
What is The Technology Coach?
Andrew Reeves, of The Investment Coach Ltd, has over the years spoken informally with other IFAs about technology, made comment in the trade press and posted to Twitter. This project is about bringing it all together in one place.
Initially, we thought about simply “name-checking” the various technologies we use at The Investment Coach but we have decided that what would be more useful would be to explain HOW we use the technology.
It is primarily for this latter reason we are making a small charge for access to the content. An ongoing blog will however be accessible to all.
One thing you can be sure of is that we understand the immense time-pressures of being an IFA and a small business, and the vying commitments of: regulation, compliance, client management, proposition building and marketing, to name just a few!
We hope you will support us and, in turn, we can help you.
What Are You Getting?
We have designed The Technology Coach website to be as simple to use as possible.
As soon as you join, you will be able to view our entire catalogue of over 50 Technologies in an easy-to-read format.
You'll learn how we utilise each of these technologies to advance our business productivity, so you can then apply the same techniques to your own workflow.
How much does it cost?
Membership is just £25 +VAT.
Your membership period will last for 1 year, after which you may renew at any time. It will not automatically renew.
We use Stripe® for on-site membership payments. Stripe supports many debit and credit card options.
We have full SSL implementation for a safe, secure transaction.
Get Exclusive Access
Limited Membership
Built for Financial Advisers and small businesses, discover how a leading UK financial firm uses technology to empower their day-to-day routines.
Over 50 Technologies
Both hardware and software, free and paid, covered in detail. We'll show you how to exploit over 50 readily available technologies for maximum impact.
Your Trusted Adviser
Andrew Reeves is the founder and director. He has worked within financial services for over two decades and is one of the UK's most highly qualified IFAs.
Clicking the button will take you to our registration page upon which payment can be made.
Before payment: Please ensure you have thoroughly read and agree with our Terms & Conditions.
Testimonials
Kind words from established members
I just wanted to say thank you for introducing Trello into my life. We're constantly evolving the way we use it and it's making such a big difference to the way we work. More than anything it's saving us having to tell/e-mail each other, or keep notes on a pad somewhere.
When you're trying to create value in a business this is perfect.
I know this is not the most ‘professionally correct’ thing to say but WOWZERS!!!
Andrew and team, you have done a great job and I really do feel that the tools and the site as a whole is a great starting point for any firm looking to kick start their IT tools and systems ready for the future model.
Technology is a must, firms should avoid the new tools at their peril, their clients are using them and as such are looking to their service providers to always be one step ahead.
I will certainly be sharing this site with all those that are near and dear to me.
Just joined – WOW have you been busy or what! A relief to see some tech names I know AND don’t know – Looks really good! Nice to have a forum to discuss real world application of tech to business rather than just ‘I use Dropbox’.
Spent all yesterday afternoon making a short list of things that I want to check out … so worthwhile.
About Andrew Reeves
Our mission is to "bring order to the financial chaos"
Andrew Reeves is the founder and director. He has worked within financial services since Euro ’96 and is one of the most highly qualified UK advisers by examination (source: Personal Finance Society and The Institute of Financial Planning).
He has also seen the business through to being the first UK advisory business to complete the ISO 22222 standard (source: Standards International). He is widely reported in the press and has been made a New Model Adviser “Cover Star”.
The Investment Coach was short-listed in the Money Marketing 2012 Technology IFA of the Year category.
Andrew is QCF 7, a Chartered Financial Planner, Certified Financial Planner (cm), a Fellow of the Personal Finance Society, Fellow of the Institute of Financial Planning and a Member of the Institute of Directors.
But forgetting all that he is happy to talk to anyone about anything. Check out Our Blog for more.
Clicking the button will take you to our registration page upon which payment can be made.
Before payment: Please ensure you have thoroughly read and agree with our Terms & Conditions.