In this episode of our Podcast on Tour series, we sit down with Paul Raventscroft, Strategic Business Development Specialist at Intelliflo, to unpack what digital transformation really means for advice firms today. Paul shares his perspective on where tech can help (without getting in the way), why data quality is now crucial under the FCA's evolving expectations, and how firm owners can future-proof their operations without compromising their identity. This one's for anyone trying to make sense of systems, CRMs, AI and how to take the next step without the overwhelm.

A calm, grounded voice in the noise of the tech revolution. Well worth a listen.

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