Which of these do you find the most frustrating? Manually re-entering information for recurring events? Having to remember these recurring events? Manually updating data for reports? Manually generating these reports?
Leveraging old and new media - How can you stand out in the highly competitive, crowded financial planning market? How can you build your reputation and your client list? Here are 6 rules for using new digital media to still deliver personalised service.
For new technology to actually benefit advice practices, principals need to make sure they show leadership by communicating what it’s for and the strategy behind it, according to CCUBE Integrated Wealth chief executive Nathan MacPhee.