Wealth Professional

Conquest Planning’s best practices for tech and change management

Chief Product Officer at digital advice platform outlines what he sees are the best approaches firms can take to change management

Managing change can sometimes leave firms and advisors with whiplash. The pace of technological innovation and new product rollouts in the advisor space means firms are inundated with new tools, tips, technologies, and trial subscriptions. We have already seen that tech adoption can make or break the success of advisory practices, but firms have to balance a need to stay cutting edge with their teams’ capacity to change.

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