Produced By: Ensombl
In this final episode, Sacha is joined by Peter Worn, Joint-Managing Director at Finura Group, and Drew Meredith, Director and Adviser at Wattle Partners. They discuss optimising your tech stack for growth, focusing on streamlining workflows, improving efficiency, and supporting advisers while navigating cultural and ethical considerations.
Accreditation Points Allocation:
Technical Competence 0.2
Client Care and Practice 0.2
Regulatory Compliance and Consumer Protection 0.1
Professionalism and Ethics 0.1