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With 2024 just around the corner, advisers aspiring to grow their businesses must evaluate whether their operations, technology, and business model can support the growth they hope to achieve, writes Jim London
Advisers can no longer ignore the demand to digitally transform in order to drive growth and meet their customers' increasing demands for an on-demand, personalised experience. Updating an existing technology infrastructure can be daunting especially when it's strategically the best course of action and you don't know where to start. But when carefully considering how to align technology and business strategies and build an implementation roadmap, the path forward becomes clearer and manageable, writes Jim London