Experts in advice technology, strategy and implementation weigh in on what advisers and practice owners need to prioritise right now to ensure technology can turn the dial on efficiency and scalability within their businesses.
SPEAKERS:
Elisabeth Kong, managing director, Future Creative
Christopher Mather, head of distribution, BT Platforms, BT Financial Group
Matt Stovold, head of digital, Franklin Templeton
MODERATOR:Matthew Smith, director of retail content, Conexus Financial
“I stopped counting my direct reports at 35,” Paul Heath says. In a revealing fireside discussion, the Koda Capital co-founder and CEO explains the group’s remarkably flat structure, its unconventional scale game and why he and Steve Tucker are giving away half the firm’s equity.
Leave a Comment
You must be logged in to post a comment.