Advice firms need to adopt 'operational excellence'

‘Operations roles are critical to driving business success’

Isabel Baxter
clock • 2 min read

Advice firms need to ensure they adopt ‘operational excellence’, delegates heard.

Speaking at Timeline's Adviser 3.0 conference today, TFP Financial Planning operations director Olivia Maynard, Six Degrees chief operations officer Victoria Sena, Yellowtail Financial Planning operations director Sarah Steele, moderated by RIE Solutions Dominika Sieradzka-MacCuirc, spoke on the importance of operations for advice firms. "Operations roles are critical to driving business success," Sieradzka-MacCuirc said. One of the important aspects of operations is "getting your people right," according to Maynard. "Getting your people right is so important and this comes back do...

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