From Compliance to Reliance: Why Advisory Doesn’t Start with Software
Update: 2025-08-03
Description
Mark catches up with Matt Feehan to kick off the advisory conversation with a myth-buster: software isn’t the first step.
They explore Step One of the Enabler™ Seven Steps to Success: Prepare Your Firm, covering:
- Why the demand for advisory is rising
- Why starting with software fails
- What you need in place first: people, capacity, infrastructure
- How to pick your advisory champion
- Setting realistic targets
If you’re thinking about advisory, this episode gives you a clear place to start without the overwhelm.
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