Search Results | Showing 1 - 9 of 9 results for "Shaun Green" |
| | | ... is a "primary driver" of flawed capacity planning and systematic under-pricing. Commenting, Elemnta chief executive Shaun Green said advisers have underestimated their non-advice workload, which is hidden in error correction, application tracking and ... |
| | | | ... some "huge margin opportunities", including improving efficiency for individual advisers. Elemnta chief executive Shaun Green and chief product officer Dane Baldwin share the same sentiment, saying digital advice has been fragmented since it was introduced. ... |
| | | | ... obligations, manual data handling, and fragmented technology all contributing to the problem. Elemnta chief executive Shaun Green worries as adviser numbers continue to fall and demand for advice surges, inefficiencies will constrain industry growth. ... |
| | | | ... This is a crucial part of solving the 'access, affordability, quality' challenge." Chief executive of elemnta Shaun Green said the industry's future depends on a strong data infrastructure foundation. "The research makes evident a severe ... |
| | | | ... said this "significant enhancement" will afford advisers more time to focus on their clients. Elemnta chief executive Shaun Green said as former advisers, the company understands the challenges within the advice ecosystem. "Both CFS and Midwinter share ... |
| | | | ... increasing efficiencies, improving compliance and streamlining day-to-day processes," Power said. Elemnta chief executive Shaun Green said during the pilot stage, advisers gave "overwhelmingly positive feedback". "Beyond its simplicity, advisers reported ... |
| | | | ... 40 people and has reached profitability leading up to its new brand launch, Patty said. Patty and chief executive Shaun Green co-founded Advice Revolution in 2018. |
| | | | ... businesses that want to innovate quickly and grow," Thom said. According to Advice Revolution founder and chief executive Shaun Green, there has never been more demand for digital fact-finding tools. They have successfully capitalised on this market ... |
| | | | ... Centrepoint Alliance and other mid-tier licensees. Advice Revolution, founded by former advisers Adrian Patty and Shaun Green, aims to eliminate the double-entry of client data and ultimately improve business efficiencies. Advisers typically ask clients ... |
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