In this final installment we cover the change management process of implementing new technology into an advice practice.
This series is sponsored by Morningstar. Visit AdviserLogic to find out more about how they can support your business.
Financial Adviser at Skye
Phil Thompson XY
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY
Mad About Life Website
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn
Coastal Advice Group Website
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn
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