Taking on technology

In this digital age, businesses of all sizes will thrive or whiter based on how they incorporate technology. While advisers may not have necessarily been at the forefront of technology adoption in the past, so much has changed in the composition and purpose of advice practices in recent years, from revenue models, to how advisers spend their time and the expectations clients have of advice relationships. This episode considers where business owners and operators are best placed to spend energy and capital now incorporating technology with an eye to where future models are heading.

What is The shape of advice?

The great transformation of Australia's financial advice industry from predominantly bank-owned to a more fragmented mix of independently licensed and like-minded collective tie-ups has occurred swiftly during the past year and a half, with the impact of these changes on business partnerships continuing to play out.

This new podcast series, created and produced by Professional Planner, is a conversational-style exploration of the advice landscape that draws on industry thought-leaders, experts and practitioners who are forging ahead with new partnerships, augmenting business models and adapting to new technologies.