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Efficiency Series
In this series we discuss how advisers are using technology to increase efficiency in their businesses.
Host: Fraser Jack
Featuring: Phil Thompson, Jodie Douglas, Mitchell Ramsbotham, Vicky Andrews and Ivon Gower.
Episodes
Efficiency Series #1
In this episode we talk about how do you make technology decisions, what goes into that decision and …
Efficiency Series #2
In this episode we discuss the concept of “Expectations vs Reality”, and whether or not your dream software …
Efficiency Series #5
In this final installment we cover the change management process of implementing new technology into an advice practice.
The latest