Praemium's Martin Morris discusses managing change and outlines 6 considerations for a successful change management plan including identifying key stakeholders. The podcast outlines practical strategies in the context of a managed account transition for financial advice firms, yet the strategies can be valuable to any change process within a business. 

Praemium Investment Leaders

Managing change for a successful managed account transition

Delving into investment trends and strategy, market outlooks and more, Praemium's Head of Investment Managers and Governance, Damian Cilmi asks the questions to ensure you are up to date on the latest from the investment world.

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Praemium Investment Leaders