Embracing technology and advancing your financial advice business

01/11/2022 24 min Temporada 2 Episodio 3
Embracing technology and advancing your financial advice business

Listen "Embracing technology and advancing your financial advice business"

Episode Synopsis

This episode focuses on how new technologies can help elevate your business. Technology is forever evolving and innovative solutions for businesses continue to emerge every day, and taking the time to introduce some of these innovations into your practice, whether that be updating your website, activating your social media presence or upgrading the payment technology you use, could expose your business to higher levels of efficiency and ultimately, success. Joining our host, Hannah Vaughan Jones for the discussion is Simon Cockfield, Marketing Manager at Citrus Financial Management, and Linford Brown, Director at Money Tree Wealth Management, and together they dissect the different avenues businesses should be exploring in order to take that next step in evolving your working model.See omnystudio.com/listener for privacy information.

More episodes of the podcast Beyond the balance sheet podcast