Technology is the focus of the fourth and final segment of this Round Table discussion, in which our panellists reflect on the critical role to be played by technology in contributing to lowering costs, reducing complexity and giving back more time to advisers…
Panellists:
- Russell Hannah – GM Sales, Marketing & Customer Experience, Integrity Life
- Phil Anderson – CEO, Association of Financial Advisers
- Michael Nowak – MD, Principal Adviser, Nowak Financial Services
- Dawn Thomas – Senior Financial Adviser, The Wealth Designers
- Jodie Douglas – Principal Adviser & Co-Founder, Mad About LIFE
- Chloe Arthur – Risk Insurance Lead & Business Succession Adviser, Findex
- Jaime Johns – General Manager, Madison Financial Group
- Brett Wright – Director & Platform Manager, LifeBid