Ep 51: Past, present, and future of financial planning technology - Andrew Walsh
Mar 4, 2021
33:53
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Andrew Walsh, Managing Director and CEO of Iress, shares his journey from founding Xplan 20 years ago to becoming the CEO of Iress. Andrew talks technology adoption, where advisers should start, the curse of the digital magpie and the importance of leveraging and protecting data. Hear Andrew's thoughts on the future 'bionic' adviser, and how advisers can harness robo-technology to provide an on-demand client experience.
Between Meetings with Matt Heine