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Tangelo
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2 years ago

Ask 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!

compliance
practice management
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