Description

It's fun, shiny and exciting - but is chasing the newest part of your tech stack really going to help you with your business?

In this week's episode, Nathan and Jordan unpack the role of the tech stack you use in your practice. 

They discuss:

• What's the best approach to searching out new tech?
• What are some of the pitfalls to avoid?
• Will new tech solve all your problems, like the sales pitch says?

They run through a few of the systems they're using, but also flag where they're coming up short and why all tech choices are compromises. 

Adviser Capacity Questionnaire

Adviser Activity Numbers

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn: 

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.