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The monthly podcast brought to you by moneyinfo, the client portal & mobile app supplier for financial advisers and wealth managers. The AdviserTech show is designed to help address the challenges of the 21st century adviser. Each month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space. If you have any suggestions for future episodes or general feedback, get in touch with us by email at support@moneyinfo.com, or tweet us @moneyinfotech .
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Friday Jun 24, 2022
Friday Jun 24, 2022
In this episode of AdviserTech Unplugged, Dominika Sieradzka-MacCuirc, Founder of RIE Solutions, shares some key improvements wealth managers can take to make the most of their time and resources. “It’s all about the quick wins”, Dominika discusses the small changes you can take to make a big difference to operational efficiencies in your business. RIE Solutions offer practice management support, operational advice, and mentorship to practice / operations managers at SME financial planning firms.
Constantly checking emails, inefficient management of simple tasks which could be automated, and not using the available technology to manage tasks more efficiently. These are all examples that Dominika discusses with Lou Wallis, our Support and Adoption Manager at moneyinfo, with eye-opening statistics and insights for us all to reflect on the critical actions we can take to make the most use of the amount of time we have. Make sure you listen all the way to the end to hear Dominika’s top tips!
Learn more on the RIE Solutions website here: https://rie.solutions/
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