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The ifa Show and Momentum Media에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The ifa Show and Momentum Media 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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The defining year for advisers and technology

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Manage episode 302851556 series 2512387
The ifa Show and Momentum Media에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The ifa Show and Momentum Media 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In a new episode of the ifa Show, host Neil Griffiths is joined by joint managing director of Netwealth, Matt Heine.

Matt goes through the tech company’s fifth annual AdviceTech report which proved to be a defining one for the advice industry.

“Not surprisingly this year, there’s been a real focus on the outcomes of COVID. And I think in many ways, despite the fact that we’ve been doing it for five years, over the last four years, we haven’t actually seen a lot of change in the technology adoption of advisers,” he said.

“Since COVID’s occurred, obviously, our whole lives have moved online. Everyone’s had to reinvent the way that they do business, the way that they engage with new clients, the way that they service their existing clients.

“And as a result of that, we’ve seen very meaningful changes in not only the scores, but also the intentions of the industry and from us as a tech provider.”

Matt shares his biggest takeaways from the report, what the technological adoption by advisers will mean for the future and predictions for 2022.

  continue reading

231 에피소드

Artwork
icon공유
 
Manage episode 302851556 series 2512387
The ifa Show and Momentum Media에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The ifa Show and Momentum Media 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In a new episode of the ifa Show, host Neil Griffiths is joined by joint managing director of Netwealth, Matt Heine.

Matt goes through the tech company’s fifth annual AdviceTech report which proved to be a defining one for the advice industry.

“Not surprisingly this year, there’s been a real focus on the outcomes of COVID. And I think in many ways, despite the fact that we’ve been doing it for five years, over the last four years, we haven’t actually seen a lot of change in the technology adoption of advisers,” he said.

“Since COVID’s occurred, obviously, our whole lives have moved online. Everyone’s had to reinvent the way that they do business, the way that they engage with new clients, the way that they service their existing clients.

“And as a result of that, we’ve seen very meaningful changes in not only the scores, but also the intentions of the industry and from us as a tech provider.”

Matt shares his biggest takeaways from the report, what the technological adoption by advisers will mean for the future and predictions for 2022.

  continue reading

231 에피소드

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