In this episode we talk about how do you make technology decisions, what goes into that decision and what’s the internal, emotional decision making process.
This series is sponsored by Morningstar. Visit AdviserLogic to find out more about how they can support your business.
Phil Thompson
Financial Adviser at Skye
Phil Thompson XY
Skye Website
Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY
Mad About Life Website
Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn
Coastal Advice Group Website
Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn
Telstra Website
Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn
Morningstar Website
Join the XY platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast
General disclaimer for this podcast and all XY Education podcasts
https://www.xyadviser.com/disclaimer/
THE XY PLATFORM
SUBSCRIBE TO THE PODCAST
AUSTRALIA
POPULAR SERIES
DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.