Join Asif Naidu on 'Advice Amplified' as he shares the transformation journey of Fiscal Engineers, highlighting the strategic shifts and digital integration that led to unprecedented growth and efficiency. Dive into the challenges of scaling, the importance of data in decision-making, and the balance between technology and personalised service in financial advising. Gain insights into the future of financial services and the continuous quest for innovation and improved client delivery.

In this episode, Pete and Asif discuss:

00:00 Introducing Asif Naidu

00:40 Fiscal Engineers’ journey

03:24 What’s the trigger point for transformational change?

05:20 Reviewing processes • Value points

09:25 Difficulties pioneering change

11:28 Technological vs organisational efficiency

13:24 Change effects on clients

14:32 The future of Fiscal Engineers and tech

16:47 Gradual and significant changes in financial industry

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