Tangelo
Advisely Partner
4 months agoAsk an Expert: We helped an advice practice map out their entire review process, ask us anything!
Have you tuned in to episode 2 of the new Advisely Growth Masterclass series?
If not, I highly encourage you to check out the second episode here.
To achieve the efficiencies and scale needed to safely grow their business, Twomeys had to make some big back-office decisions. In this episode, the Tangelo team help them systemise their advice processes whilst factoring in compliance requirements and navigate potential risk.
This is a live thread to discuss all things relating to episode 2, so we would love to know:
- What did you think?
- What did you learn?
- Do you have any questions for us? Leave them down below and tag us Tangelo
Can't wait to hear your thoughts!
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