Professional Planner ’s Post

Changing one technological system to another requires guidance and hands on training for your team but also your clients. Accepting that it may not be an easy process and acting accordingly will allow the change to be as smooth as possible. David McRae BBB Partners #technology #changemanagement #classignite #training #financialadvisers #financialplanning #financialservices

To view or add a comment, sign in

Explore topics