How to Ensure Successful Introduction of New Technology – The Training Perspective

Run by RIE Solutions’ Dominika Sieradzka, the Master Practitioners Club is for ambitious Practice Managers or Operations Directors of small to medium-sized Financial Planning firms based in the UK. In this session, Shaun Kapusinski walked the group through the goals of technology within a firm, the importance of strong adoption, and a plan for training that ultimately leads to platform loyalty.