From Compliance to Reliance: Why Advisory Doesn’t Start with Software

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.