Enhancing Your Technology, Business & Client Experience #2
Enhancing Your Technology, Business and Client Experience 20 August 2024
In this episode, Jackie Clark and Sue Viskovic discuss how to build a high-performance advice business. They explore the importance of valuing and measuring the operations function, automating and integrating processes, investing in people and culture, and streamlining business processes to increase profitability.
Find out how CFS Edge can keep you at the frontier of advice here.
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Enhancing Your Technology, Business & Client Experience #1
In this installment, Sacha talks with Brett Arnol, Co-Founder and General Manager at Viridian Financial Group, and David …
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Enhancing Your Technology, Business & Client Experience #2
In this episode, Jackie Clark and Sue Viskovic discuss how to build a high-performance advice business. They explore …
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Enhancing Your Technology, Business & Client Experience #3
In this episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Jeroen Buwalda, Chief …
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Enhancing Your Technology, Business & Client Experience #4
In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, …
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Engine Room Podcast #57 – Adam Morse
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#472 Dean Holmes
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …
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Investment Podcast #20 – Australian Small Caps
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AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
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#471 Matt Coman
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Engine Room Podcast #56 – John Cachia
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AdviceTech Podcast #109 – Cyber Security Special
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#470 Paul Nevin
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Engine Room Podcast #55 – Charlie Viola
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