Technology and Training – February Forum Recap

This month we discussed ‘Technology and Training’; specifically covering:

•What approach are some advice firms taking on technology training for their advisers and staff?

•What impact does having a tech-trained team have on the business overall?

•Overall, do firms need to do more or, do they need to do things differently?

•Can, or should, tech vendors do more to help?

Our panel of experts included:

• Sapna Shapero, Operations & Programme Manager, Chesterton House Financial Planning Ltd

• Anthony Massie, Operations & Marketing Manager. Herbert & Webster

Mid-session polls

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