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TCH2317 - Technology and Innovation – The Fuel to Grow an Advisory Mindset within a Firm

‐ Jun 8, 2023 12:30pm

This panel will discuss how to go about creating an innovation mindset within the firm. Technology plays a key role in driving that mindset and once that happens anything is possible in growing an advisory practice. You’ll hear from two panelists that will share their real world experiences from the land down under and from Jim who will share his experiences from visiting with firms around the globe. You’ll quickly connect the dots and realize that technology is the global language, helping to fuel innovation and the growth in advisory around the globe!

Learning Objectives:

  • Recall how technology is driving innovation
  • Recognize the technology is the global language
  • Identify many other factors that also drive innovation in addition to technology






Concurrent Session Onsite and Online

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