One Tech Mistake You Don’t Want to Make

I have a confession to make, which is why this episode of The Finnovator is going to be a little different.

When I started Audere, speaking was a big part of getting the early word out about how the path I was taking in working with advice firms was different. One thing that got attention was my ability to run sessions exploring the apps and other tech that advisers should know about.

Now, after 5+ years working in the space, I've come to realise the truth, that showering people with information about apps alone can in fact be one of the worst things of all, and so I wanted to share what works instead.

 

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