Produced By: Ensombl
In this installment, Sacha talks with Brett Arnol, Co-Founder and General Manager at Viridian Financial Group, and David Pritchard, Executive Director CFS Wrap. They discuss the impact of technology on customer experience, including personalisation, efficiency, cybersecurity, and the need to design the advice experience properly while leveraging technology.
CPD Points Allocation:
Technical Competence 0.3
Client Care and Practice 0.2
Regulatory Compliance & Consumer Protection 0.2