Dan Reddish's Linkedin Analytics

I partner with wealth managers & financial services firms & advisers to transform their practices through AI-powered automation and strategic growth systems with a view to increase overall productivity and reduce operational drag. Drawing on my background in digital marketing, AI and automation, I help firms: Develop AI-driven client acquisition strategies Automate key business processes Scale their practice while maintaining service quality Generate consistent HNW & UHNW client opportunities Having successfully scaled multiple FS businesses through digital transformation, my main focus is on helping wealth management firms leverage AI and automation to achieve sustainable growth. Specialties: AI Implementation Strategy Digital Marketing Optimisation Client Acquisition Systems Business Process Automation