XY Adviser
XY Adviser
Oct 12, 2021
Efficiency Series #5
Play • 48 min

In this final installment we cover the change management process of implementing new technology into an advice practice.

This series is sponsored by Morningstar. To find out more about how AdviserLogic can support your business go to https://go.morningstar.com/adviserlogic

Phil Thompson Financial Adviser at Skye Phil Thompson XY: https://www1.xyadviser.com/members/2512154 Skye Website: https://www.skye.com.au/

Jodie Douglas Financial Adviser and Co-Founder of Mad About Life Jodie Douglas XY: https://www1.xyadviser.com/members/2401572 Mad About Life Website: https://www.madaboutlife.com.au/

Mitchell Ramsbotham Group General Manager at Coastal Advice Group Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://coastaladvicegroup.com.au/

Vicky Andrews Enterprise Agile Coach at Telstra Vicky Andrews LinkedIn: https://www.linkedin.com/in/vickyandrews70/ Telstra Website: https://www.telstra.com.au/

Ivon Gower Director of Financial Planning Products (AU/NZ) at Morningstar Ivon Gower LinkedIn: https://www.linkedin.com/in/ivongower/ Morningstar Website: https://www.morningstar.com.au/Home

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