Praemium Podcasts

Managing change for a successful managed account transition

October 14, 2020 Praemium
Praemium Podcasts
Managing change for a successful managed account transition
Show Notes
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.