‘Never as simple or straightforward’: More tech isn’t better

Innovation is at the heart of our past, present and future. Wealth Adviser Steph Patrick shared with Professional Planner how deploying tech is one thing, but making sure it doesn’t become the tail that wags the dog is just as important.

Steph shares that true innovation lies in identifying business improvement opportunities that are supported by well thought out tech choices. Enhancing the client experience must always come first with business scale a close second.

Read HERE how Hewison Private Wealth have embraced and deployed some innovative solutions.