Managing change for a successful managed account transition

Praemium Investment Leaders

English - October 14, 2020 03:05 - 41 minutes - 38 MB
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Praemium's Martin Morris discusses managing change and outlines 6 considerations for a successful change management plan including identifying key stakeholders. The podcast outlines practical strategies in the context of a managed account transition for financial advice firms, yet the strategies can be valuable to any change process within a business.