This special live webcast will assist advisers to navigate through the myriad of technology tools in the modern financial planning marketplace, and will take a look at how to make use of these tools to create an efficient, forward-looking service offering.
Topics to be discussed include:
- The best and easiest ways to implement technology in your business for maximum efficiency
- How to effectively scale your business using technology
- Case studies of advisers who have significantly lowered their cost of advice by becoming tech-enabled
- How to deal with the business challenges of implementing new technology
- The role of technology in improving and managing compliance
- Trends around the use of technology during the COVID-19 crisis
This webcast is live and interactive. Prepare your questions for our panellists.
By watching live, you will also earn CPD points!
July 28, 2020 10:00 am
60 minutes
