Nik Marsh, MD, Ashlea Financial Planning, Talks About CURO
Nik Marsh, Managing Director, of Ashlea Financial Planning, a leading Chartered Independent Financial Planning firm, talks about the transformational benefits CURO has delivered to his business. Nik comes from a financial markets background, so he talks about his experience of coming from a sector, where technology automated most things, to the financial advice sector, where at the time, technology was largely either disparate, unconnected or non-existent. Nick also talks candidly about his experience of using other financial advice back-office systems. He goes on to talk about why it is so important to involve the practitioners of your business when selecting and implementing new software.