YAVIA

A warm welcome to Stuart Kyle and the team at Kyle Insurance & Financial Services to the YAVIA community.

Kyle Insurance & Financial Services support clients across insurance, mortgages, protection and financial services, with a focus on tailored advice and helping clients feel confident in the decisions they make.

As they join YAVIA, we are looking forward to supporting Stuart and the team as they continue to build a more connected client journey.

One that helps clients stay informed.
Keeps communication clear.
And gives the team a more structured way to manage engagement across the advice process.

Welcome to the community, Stuart.

We are really pleased to have you on the journey with us.

The Modern Advisor Webinar

After a successful workshop last month, we are bringing the session online for those who missed it

Join us tomorrow at 12 noon, for a live session with Marney Magee of Magee Mortgage Solutions on how she has integrated YAVIA into her advisory practice - covering client journey design, operational efficiency, and protection conversations.

Rather than a conceptual overview, this session focuses on implementation: the process Marney follows, how client follow-up is handled, where automation fits in, and the outcomes she's seen.

Come away with a clear, working example you can apply to your own practice.

🎟️ Register here: https://eu1.hubs.ly/H0wCD6z0