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Author: alisdair

Looking at the recent changes in the financial services profession as an opportunity is the best way to approach it 
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Artificial intelligence is all the buzz at the moment but in this podcast, we speak to Joel Robbie, the Founder 
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We’re with Kristel from Capacity Connection, we explore when to do things in house, when to outsource and when to get 
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Take-outs: Understanding what drives Millennials (Gen Y) will help the financial planning profession attract great talent and remain viable Attracting 
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Succession plans are on the tips of many people’s tongues given pending changes to education standards and there are some 
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With technology moving at such a pace and our businesses and processes becoming much more efficient, are we at risk 
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We have seen over the last few weeks how the flexibility in SME firms can be the winning edge when 
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The Professional Services Adviser of the future is in flux and there is no longer a ‘Traditional’ career path! So 
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A performance appraisal process gives you a valuable opportunity to have meaningful conversations with staff about their job performance, and 
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Apparently Einstein didn’t really define INSANITY as “doing the same thing over and over again and expecting different results” but 
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