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Oct 12, 2021

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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