Enhancing Your Technology, Business & Client Experience #4
Ensombl Advice Australia
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Navigating Financial Advisory Transformations
This chapter focuses on the dynamic roles of two individuals in financial advisory firms, one specializing in retirement advice and the other in advice technology. They delve into the challenges of adapting to client demands while implementing a technology-focused strategy, emphasizing the importance of streamlined operations and collaborative efforts. Through discussing their experiences with business transformations, they underscore the necessity of strategic planning, team restructuring, and leveraging technology to enhance client experiences.
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