In this episode of AdviserTech Unplugged, Dominika Sieradzka-MacCuirc, Founder of RIE Solutions, shares some key improvements wealth managers can take to make the most of their time and resources. “It’s all about the quick wins”, Dominika discusses the small changes you can take to make a big difference to operational efficiencies in your business. RIE Solutions offer practice management support, operational advice, and mentorship to practice / operations managers at SME financial planning firms.

Constantly checking emails, inefficient management of simple tasks which could be automated, and not using the available technology to manage tasks more efficiently. These are all examples that Dominika discusses with Lou Wallis, our Support and Adoption Manager at moneyinfo, with eye-opening statistics and insights for us all to reflect on the critical actions we can take to make the most use of the amount of time we have. Make sure you listen all the way to the end to hear Dominika’s top tips!

Learn more on the RIE Solutions website here: https://rie.solutions/