Efficiency Series #5
In this final installment we cover the change management process of implementing new technology into an advice practice.
Leading ideas and
research from the
``industry’s best
Efficiency Series #1 – Transcript
In this episode we talk about how do you make technology decisions, what goes into that decision and …
Efficiency Series #2 – Transcript
In this episode we discuss the concept of “Expectations vs Reality”, and whether or not your dream software …
Efficiency Series #3 – Transcript
In this episode we go “under the hood” and discuss integrations.
Efficiency Series #4 – Transcript
In this episode we discuss the issue of compliance when dealing with software.
Efficiency Series #5 – Transcript
In this final installment we cover the change management process of implementing new technology into an advice practice.
#258 Ross Marais
Ross is a Financial Adviser and Coach at More Time Financial. He is on a mission to help …
#258 Ross Marais – Transcript
Ross is a Financial Adviser and Coach at More Time Financial. He is on a mission to help …
11 OCT 21 – Monday Market Highlights
Today we cover the US Nonfarm Payrolls, the worsening Global Energy Crisis, Collins Food, EML, and changes to …
11 OCT 21 – Monday Market Highlights – Transcript
Today we cover the US Nonfarm Payrolls, the worsening Global Energy Crisis, Collins Food, EML, and changes to …
