Solving the advice technology puzzle

Take the QUIZ to earn your CPD points

First Name

Last Name

Company

Job Title

Mobile Number

State

Role

Question 1

* The majority of advisers see advice technology as what, according to Jason Poole?

A negative
A doorway to profit
The panacea to compliance woes
nothing special

Question 2

* What’s Jason’s perspective on the old saying “If it ain’t broke, don’t fix it” with regards to advice technology?

Sums it up nicely
It doesn’t actually hold in this space
Makes sense but the logic is flawed
Use sparingly

Question 3

* According to Pete, what has caused people to believe advice technology should improve in the same way technology has improved other aspects of their life?

Money
Better financial literacy
The internet
Liquid expectations

Question 4

* “You will never need another system, this is 8 megabytes!” To what computer system is John referring to in his fatherly anecdote?

Commodore
IBM
Wang
Apple

Media

Podcast

Building a successful advice practice

Podcast

Senator Bragg on the Coalition’s vision for advice and super

Subscribe now to

Our partners

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.

Contributors
Get in touch
Cookie Policy
Conexus Financial
Advertise With Us