HIFON Industry Involvement
Web Presentation to RIE Solutions’ Master Practitioners Club (Nov 2021)
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.
Share this post:
Ready to Join?
You're just one step away HIFON membership.