AMA: I’m Jessica Lamb, director of Practice Dynamix, Ask Me Anything!
With over 15 years of experience in the financial planning industry and experience working with over 350 advice practices around Australia, I help bring businesses into the future. On Wednesday 24th April from 11am to 11:30am, I will be available to answer any burning questions you might have. Whether it’s about utilising the power of technology in the advice process, integrating sound business processes or uncovering Xplan’s hidden gems – start popping in your questions below and Ask Me Anything! Update: This AMA has now ended but please continue to pop your questions down below or in the discussion forums and make sure you tag me at jessica.lamb .POLL: What will impact advice accessibility the most in the next decade? 🤔
It is commonly agreed that accessibility of advice is currently a problem and is only set to compound over the next decade. In your opinion which of the following will have the most profound impact on advice accessibility over that period? Data - efficiently in who needs advice and when People - professionals and support Software - efficiency in advice delivery Comment [1], [2] or [3] below 👇👇
