Adapting to a culture of innovation
In this episode of the ifa show, NetWealth joint managing director Matt Heine joins host James Mitchell to talk about financial advice and the advice process.
Matt talks about the friction points in the financial advice process and how to overcome them, shares his thoughts on communication channels, and the way in which advisers communicate with their clients is changing.
Matt also reveals the four key innovation areas that Netwealth is looking towards and how adapting to new technologies will help businesses fit into the modern financial business model.
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