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Ensombl Advice Australia
Enhancing Your Technology, Business & Client Experience #2
Aug 20, 2024
Jackie Clark, a high-performance advice business strategist, joins Sue Viscovic, an operations culture expert, to share insights on elevating advisory firms. They discuss the pivotal role of technology in enhancing client value and operational efficiency. The importance of engaging employees in decision-making to boost morale and profitability is emphasized. Additionally, they highlight how measuring workplace culture can link directly to financial success, and they advocate for well-documented processes to mitigate risks and improve client satisfaction.
54:52
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Quick takeaways
- Valuing and measuring operations within advisory firms is crucial for enhancing profitability and driving sustainable growth.
- Engaging staff in strategic planning boosts employee morale and productivity, contributing to significantly improved financial performance metrics.
Deep dives
The Impact of Technology on Financial Advisory
The effective adoption of technology has the potential to significantly transform financial advisory practices. As technology continues to advance rapidly, it can drive competitive advantages and redefine client value propositions. Innovative platforms, such as CFS Edge, are introduced as tools that can help advisory firms improve their operations and efficiencies. The podcast highlights the importance of embracing these technological shifts to enhance service delivery and overall business performance.
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