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How to become a tech-focused advice business

Implementing good technology into a practice is becoming critical for advisers as the amount of admin time it takes to deliver a piece of advice rapidly rises.

In this episode of The ifa Show, host Sarah Kendell is joined by Phillips Wealth Partners director and senior adviser Craig Phillips, who has recently ramped up his focus on tech and automation as a priority in his specialist aged care advice business.

Craig discusses the ways he has taken his older client base on the journey to a digital-first advice world and how software has eliminated the need for paraplanning support in his practice. He also unpacks the best resources for advisers looking to implement a technology strategy in their business and what tools he uses to efficiently keep on top of his compliance and client engagement.

  

How to become a tech-focused advice business
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