Helen Thom joins Advice Revolution as Head of Sales
Advice Revolution has bolstered its senior team by appointing Helen Thom as Head of Sales. Thom comes with over 20 years of experience in the financial advice industry and advice software market, including in roles as General Manager of Distribution at Midwinter and Head of Distribution at YTML Group (ROAR Software).
Given the rapidly growing demand for digital fact-finding solutions in the advice marketplace, Advice Revolution has recruited Thom to drive further growth of their business. They have successfully capitalised on this market trend to date, with their tools currently being used by over 50 businesses and their user growth doubling, quarter on quarter, over the last 9 months. The future for Advice Revolution looks equally bright, with a highly qualified and accelerating pipeline of large practice clients, which will continue to grow via Thom’s appointment.
Shaun Green, Founder and CEO of Advice Revolution says on Helen Thom joining their team, “There has never been more demand for digital fact-finding tools and we want to remain at the forefront of digitising data collection for the advice industry. We are delighted to have someone of Helen’s calibre join our team and spearhead the next phase of our growth, as we continue on our mission to help more advisers run their business like it’s 2022.”
Thom says about joining Advice Revolution, “I’ve never worked for a product that has such a positive reaction from advisers and practices. Whether you’re a large or small practice, it can be picked up and used straight out of the box. This is so important for businesses that want to innovate quickly and grow.”
According to Netwealth, the need for digital fact-finding solutions has never been higher. Their 2021 AdviceTech report found that over 40% of advisers plan on adopting digital fact-finding over the next 24 months, representing the highest planned uptake across all categories of advice technology.
Advice Revolution’s tools have helped advice businesses from over 30 licensees to streamline their processes, improve their client experience and drive significant efficiencies in their back office. This is helping firms to create more profitable and scalable service offerings, while better realising their existing investments in technology and people.
