April 27, 2022
Advisers that can harness the benefits of advice technology are positioning themselves for sustainable growth, but the road to efficiency is paved with potholes. How can advice businesses future proof themselves by adopting the kind of technology that will work for their practice and their clients?
Participants: Peter Worn, director at Finura and Jason Poole, principal at GPA Financial Services
Facilitator: Tahn Sharpe, editor, Professional Planner
Length: 38min
By making sure practices have saleable businesses – even if there is no immediate intention to sell – is the strongest insurance policy to make sure an organisation is financially healthy.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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