Technology has the power to do the work of multiple people in less time with less hassle, yet many advice businesses struggle with the idea of investing in technologies like AI and automation. To overcome this mental hurdle, advisers need to view technology as digital employees.
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.
Technology