Embracing technology and advancing your financial advice business
Beyond the balance sheet podcast · Beyond the Balance Sheet
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Show Notes
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.
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